About Us - History
Jeff Tobin is a member of the Professional Advisers
Association ( PAA) and Senior Associate of the Australian
& New Zealand Institute of Insurance and Finance
(ANZIIF Snr Assoc). Jeff is also a Certified Insurance
Professional CIP. and as such has committed to comply
with the code of ethics in all facets of his practice.
Qualifications and Experience
Jeff has worked in the Insurance industry since 1978
attaining the position of senior insurance inspector.
Jeff became an insurance and risk management adviser
forming Tobin Insurance Services in February 1987. Jeff
has qualified by examination as;
- Senior Associate of the Australian & New Zealand
Institute of Insurance and Finance: AIINZ (Snr Assoc)
- Is a holder of the Advanced Life Insurance Certificate
- Jeff has qualified by examination to be a member
of the New Zealand Institute of Chartered Insurance
and Investment Advisers, and is entitled to use the
distinctive title and designation CLU (Chartered Life
Underwriter), the pinnacle of professional attainment.
Jeff undertakes to comply with the continuing education
requirements of the Institute.
- Jeff also attained the highest mark in New Zealand
for the Disability Insurance Course examination 1996
and highest mark in New Zealand for the 1997 Business
Insurance Course examinations.
Jeff is qualified to give advice on the following insurance
- Life Insurance
- Medical Insurance
- Income Protection
- Mortgage Repayment Insurance
- Trauma Insurance
- Total & Permanent Disability Insurance
- Employee Benefit Schemes
- Business Insurances
- House & Contents Insurance
- Motor Vehicle Insurance
- Boat Insurance
- Travel Insurance
Jeff Tobin has agencies with AMP, Vero Fire and General
Insurance, nib, Fidelity Life Assurance, Sovereign,
Onepath Life and Health Insurance, AIA, Southern Cross
Healthcare, Asteron Life, Partnerslife. In
addition Jeff can introduce you to other professionals
for advice in the areas of Mortgages, Wills, Trusts,
Enduring Power of Attorney, Accountancy, as well as
Investment Planning and Monitoring, to provide a total
Estate Planning Service.
Remuneration is received in the form of commissions
from all suppliers, according to their standard rates.
These commissions comprise an initial payment on placement
of business and an annual servicing commission as long
as policies remain in force. The rate of commission
may vary from time to time.
Written reports on insurance needs and recommendations
may be charged on a fee basis agreed up front with clients,
should an independent reporting service only, be required.
This allows you to source products elsewhere. This fee
may be discounted if insurance products are subsequently
sourced through Tobin Insurance Services.
Jeff Tobin has:
- No convictions or associations with offences involving
the Securities Act or Dishonesty, nor been a director
or Principal of any body corporate so convicted.
- No Incidence of bankruptcy or insolvency
- No Prohibition from management.
Debbie Hitakahiwai, our Client Care Manager has been
with us since 1999 and has extensive insurance industry
experience. Debbie helps look after our existing clients
providing back up service to Jeff.
Elaine Tobin has worked as Administration Manager and
Client Care Manager for TIS since 1994.
A Disclosure Statement is available upon request.
Hobbies and Interests
Jeff is a foundation member of the Left Hand Drive
Enthusiasts Federation and a committee member of the
NZ Federation of Motoring Clubs Inc since 2004. Jeff
has lobbied the Ministry of Transport and Land Transport
NZ successfully since 2003 for a fairer set of rules
for all motoring enthusiasts, in particular registration
and importation rules for left hand drive car enthusiasts,
which has resulted in new legislation being introduced
in 2008 around Special Interest Vehicles. The new Steering
System Rule was signed off and came into force 1 April
2010. A link to the Federation
of Motoring Clubs website is here. Jeff has been
an active member of the Auckland Mustang Owners Club
since 1998. Jeff is married and has two adult children,
together with 11 acres to look after in North West Auckland,
keeps him pretty busy.