Sydney Charles Group Limited

Philip Lepp | Chairman, Sydney Charles Financial Services Ltd & Managing Director, Sydney Charles Insurance Advisers.

Since leaving the Army and his spell of active service in the Gulf, Philip Lepp has spent more than two decades handling the complex insurance requirements of clients with global lifestyles. He founded Sydney Charles on the guiding principal that clients deserved the highest levels of service, and should enjoy the benefit of the company's ability to streamline intricate business and personal insurance requirements.

That success of that focus led to demand for a broader range of services and, in response, he has created the Financial Services arm of the business.

'The feedback from clients was that they wanted to deal with advisers who had long experience in these sectors and who would never lose site of the fact that everyone's requirements are individual. Our success is based on meeting - hopefully exceeding - that need,' he explained.

John Stuart | Finance Director

John's detailed knowledge of the captive insurance industry is a particular strength within the Sydney Charles organisation. He is a qualified accountant who spent nearly two decades in captive insurance. John's expertise also incorporates investment and compliance.

He has experience as a financial controller, finance director and executive director before his instrumental role with Philip Lepp in founding Sydney Charles. His in-depth knowledge includes regulatory, tax, investment, compliance and anti-money laundering roles.

One area of increasing demand is from trust managers and wealth advisers. 'They realise that there is a bottom line advantage in using an expert broker who has experience of operating at a high level,' he pointed out.

Jody Bisson | Director

Relishing his role in an organisation with the clear objective of providing the highest levels of service, Jody Bisson leads several key areas of Sydney Charles Insurance Advisers in addition to managing his portfolio of clients. He gained experience and qualifications in the sector and is adept at managing  complex client requirements.

'The intricacy of cover for those with lifestyle networks that stretch across the world, and who have valuable assets and possessions, would be bewildering for anyone without dedicated knowledge,' he explained.