unwavering

financial services

our team has
got your back

OUR PEOPLE

As a people focused business, our humanity is key. Our team is built from driven, passionate and expert individuals, all with a clear focus on taking the worry out of our client’s lives. Why? Because we believe in

Unrisky Business.
financial services

Jeremy Boller

CEO

Jeremy relaunched Certe in 2015, with a clear goal – to bring integrity and professionalism to a sometimes maligned and untrusted industry.

Fast forward to today, Jeremy has created a well-established worry-free claims process, led by technology focusing on making wellness, care and support a vital part of the insurance industry and for his clients.

Jeremy brings over 30 years of experience to Certe, having held senior positions and established strong networks across the Insurance and Professional Services industry. He specialises in Corporate Benefits, Key Person and Business related Insurances.

Our Values

Certe Team

MAKING IT EASIER

We believe in making life easier for our clients, ensuring they get the best result with the least amount of worry.

Certe Team

BIGGER IS NOT ALWAYS BETTER

We see our smaller size as an advantage. We are nimble, flexible and able to adapt and respond to our clients needs. We maintain a personal touch. Building relationships that have meaning. All this with the reassurance of being backed by a global organisation.
Certe Team

DOING THE RIGHT THING

We believe in doing the right thing. The right thing for our clients, and for our people. We work with integrity and to the highest ethical standards, always.
Certe Team

ALWAYS PROACTIVE

We are driven to find the best results for our clients and our people.
Certe Team

KEEPING HEALTH IN MIND

Beyond claims, we consider the whole life of our clients, helping to safeguard against future risk. Investing in technology that make our people, clients and the world healthier.

Curtis David

General Manager

Curtis has been with Certe, including its earlier forms since 2004. During his time at Certe, Curtis gained extensive experience in the administration, paraplanning, claims and advice areas of the business before being appointed General Manager. Curtis oversees business strategy, development and implementation, finances, and runs the engine room of the Private Client team.

Curtis is still involved in the advice side, working with his existing clients to ensure their protection meets their needs over time. 

financial services
financial services

Owen Korn

Head of Employee Benefits

Owen brings a fresh new-generation attitude to Certe, backed by over 10 years of specialised experience. From implementation to ongoing management, Owen takes pride in leading a team that considers itself an extension of your organisation’s HR/Finance team.

With a depth of experience working closely with his corporate clients to educate their employees/executives about their benefits programs, Owen is focused on a future of using technology to enhance Certe’s service offering.

Our Experience

It takes years of industry experience, effort and sensitivity to make sure all your needs are covered when the worst happens. That’s what we do and what we believe in.

These days, we know that too much information can burden and distract us from achieving quality outcomes. So we focus on connecting with people to help bring insight, efficiency and clarity to the areas of personal and employee benefits insurance, risk management strategies, superannuation funds and third party administration.

Kane Spence

Senior Risk Adviser

Kane has over 5 years’ experience in the wealth creation and protection space, specialising in corporate and medical professionals, makes him an integral part of the Certe family. Kane’s strength is his ability to get an understanding of a person’s goals, objectives and protection needs and provide advice to people who are time poor in a way that is easy to understand. He specialises in Corporate Benefits, Key Person and Business related Insurances.

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Megan Holder

Head of Claims

With 10 years of experience in various roles across the industry, Megan now leads Certe’s claims department looking after the entire claims process for both our Private Client and Employee Benefits clients. Megan’s passion is to help our clients by providing the care needed to process their claims efficiently, removing as much stress as possible in a difficult time.

financial services
financial services

Rosanna Lee

Head of New Business

With over 15 years of extensive experience in the insurance/superannuation administrative environment, gaining skills in managing workflows in the financial services industry, Rosanna has the expertise to easily manage the process of insurance applications; ensuring a smooth and successful implementation of cover to protect our clients and their families.

Doug Scriven

Senior Risk Adviser

Doug is an engaging professional with years of experience and a deep appreciation for the needs his clients. Where most find insurance complicated, confusing and disengaging; Doug’s clients are informed with a bright focus on their individual needs and issues that matter. This clears a path for confident decision making and a certain future for those you care about the most.

financial services
financial services
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