Risk Hub

Practice Development Series: Making the Renewal Process Work for Your Business
2024-08-21 11:00 - 12:00 (Australia/Sydney) | Webinar
Engaging with existing risk clients efficiently while adding value, considering the elements of the review process and techniques to maximise the client experience.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice,Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

Insurance is issued by MLC Limited. MLC Limited uses the MLC Brand under Licence from the Insignia Financial Group. MLC Limited is part of the Nippon Life Insurance Group and is not a part of the Insignia Financial Group.

Risk Conversations: Marc Fabris & Peter Stathis, with special guest Mia Inglis (Johnson)
2024-08-01 11:00 - 11:40 | Webinar
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub.
Host: Marc Fabris, Founder of Risk Hub
Co-Host: Peter Stathis, The Life Insurance Guy
And our Special Guest: Mia Inglis (Johnson), from Keyman Financial Services
Join us as we delve into:

Opportunities for new entrants in the industry
The importance of claims in your client conversations
Ways to help grow your expertise and learning

As always, we encourage you to bring your questions and participate in the conversation.
📅 Date: 1 August 2024
🕒 Time: 11:00am-11:40am
Can’t make it live? Don’t worry! We record all our sessions, so you can watch them later at your convenience.
Register Now to secure your spot and join the conversation!

Know Your Insurer Series: Get to Know MLC Life Insurance
2024-07-25 11:00 - 11:30 | Webinar
Delving into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, and support areas for clients.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice, Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

Insurance is issued by MLC Limited. MLC Limited uses the MLC Brand under Licence from the Insignia Financial Group. MLC Limited is part of the Nippon Life Insurance Group and is not a part of the Insignia Financial Group.

Technical Series: Integrating Risk Advice Into Your Process
2024-07-11 11:00 - 12:00 | Webinar
Managing personal protection risks as part of the broader financial planning conversation, and integrating risk mitigation into client discussions and advice process.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice,Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

Insurance is issued by MLC Limited. MLC Limited uses the MLC Brand under Licence from the Insignia Financial Group. MLC Limited is part of the Nippon Life Insurance Group and is not a part of the Insignia Financial Group.

Risk Conversations: Marc Fabris & Peter Stathis, with special guest Morris Winestone
2024-07-11 10:00 - 10:40 | Webinar
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub.
Host: Marc Fabris, Founder of Risk Hub
Co-Host: Peter Stathis, The Life Insurance Guy
And our Special Guest: Morris Winestone, from Winestone & Associates
Join us as we delve into:

A chat on needs analysis approaches that we see
Recent hot topics in the risk industry
Views from Morris: we’ll check in on his thoughts around dealing with the industry changes and his key tips around risk advice!

As always, we encourage you to bring your questions and participate in the conversation.
📅 Date: 11 July 2024
🕒 Time: 10:00am-10:40am
Can’t make it live? Don’t worry! We record all our sessions, so you can watch them later at your convenience.
Register Now to secure your spot and join the conversation!

Risk Conversations: Marc Fabris & Peter Stathis, with special guest Paul Milbourne
2024-06-21 11:00 - 11:40 | Webinar
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub.
Host: Marc Fabris, Founder of Risk Hub
Co-Host: Peter Stathis, The Life Insurance Guy
And our Special Guest: Paul Milbourne, Milbourne Insurance Solutions
Join us as we delve into:

A chat on preassessments
Recent hot topics in the risk industry
Paul’s new advice business: how it’s been starting out, his perspectives on client conversations and soft skills, and anything else we have time for!

We encourage you to bring your questions and participate in the conversation.
📅 Date: 21 June 2024
🕒 Time: 11:00am-11:40am
Can’t make it live? Don’t worry! We record all our sessions, so you can watch them later at your convenience.
Register Now to secure your spot and join the conversation!

Technical Series: Business Insurance Bare Necessities
2024-06-20 11:00 - 12:00 | Webinar
Essential considerations across ownership & funding to efficiently cover various business & personal needs of self-employed clients.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice,Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

Insurance is issued by MLC Limited. MLC Limited uses the MLC Brand under Licence from the Insignia Financial Group. MLC Limited is part of the Nippon Life Insurance Group and is not a part of the Insignia Financial Group.

Know Your Insurer Series: Working with MLC Life Insurance
2024-06-12 11:00 - 11:30 | Webinar
Delving into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, and support areas for clients.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice, Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

Adviser Innovation Summit 2024 (Melbourne)
2024-06-06 09:00 - 16:00 | Zinc at Fed Square, Cnr Princes Walk & Russelle St Ext, Melbourne, VIC, 3000, Australia
ABOUT THE SUMMIT
Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms.
Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry experts. Discover transformative strategies, business insights, and cutting-edge ideas to revolutionise client engagement.
Delve into the two-tiered advice system, explore streamlined statements of advice, harness technology for smoother practices, and master strategies for connecting with clients across generations, focusing on personalised intergenerational wealth transfer journeys.
Navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learn the characteristics of a successful business.
Reserve your spot today and delve into the trends that will influence 2024.

Adviser Innovation Summit 2024 (Sydney)
2024-06-04 09:00 - 16:00 | Telstra Customer Insights Centre Sydney, 400 George Street, Sydney, NSW, 2000, Australia

Risk Conversations: Marc Fabris & Pete Stathis
2024-05-30 11:00 - 11:30 | Webinar
Join Risk Hub founder Marc Fabris and The Life Insurance Guy, Pete Stathis, for a deep and meaningful chat on Risk.
We’ll cover various topics, including:

What Pete is up to with his new venture
Tech and AI tips from Marc
A few observations on the risk market
And perhaps a light-hearted discussion about Richmond’s performance

We welcome your questions and participation, so feel free to join us for a bit of fun. Or don’t, as it might be a terribly wasted half hour.
Don’t worry if you miss it; we’ll record the chat so you can skip through it at 4x speed later if you’re a glutton for punishment.
What is this exactly? A webinar? A podcast? An interview? Good question. We have no idea, but thought we’d give it a try.
Register using the link below.
We hope to see you there!

FAAA Roadshow 2024 (Perth)
2024-05-24 09:00 - 16:30
FAAA Roadshow 2024 (Perth)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

FAAA Roadshow 2024 (Adelaide)
2024-05-23 09:00 - 16:30
FAAA Roadshow 2024 (Adelaide)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

Technical Series - Supercharged: Leveraging Superannuation in Risk Advice
2024-05-22 11:00 - 12:00 | Webinar
Insurance in super has become prolific in recent years and while cash flow is a common consideration, the opportunities are much broader. In this session we look at methods to enhance our advice through both SMSF & Retail superannuation by taking advantage of the environment, while considering the regulatory and ethical factors in our advice.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice,Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

FAAA Roadshow 2024 (Brisbane)
2024-05-21 09:00 - 16:30
FAAA Roadshow 2024 (Brisbane)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

FAAA Roadshow 2024 (Orange)
2024-05-17 09:00 - 16:30
FAAA Roadshow 2024 (Orange)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

FAAA Roadshow 2024 (Mackay)
2024-05-13 09:00 - 16:30

Specialist insurance needs of high-earning professionals and market opportunities
2024-05-09 12:00 - 13:00 | Webinar
In today’s competitive professional landscape, high-earning individuals invest a substantial amount of human capital in their careers, dedicating years to education, delaying entry into the job market, and accruing significant student debt. The journey to success often demands hands-on experience, which can be both costly and challenging to attain during university or early career stages.
In this presentation, we delve into the unique needs of professionals, understanding that a one-size-fits-all approach is not sufficient for this discerning clientele. To effectively cater to their unique needs, we must develop personalised solutions, including risk strategies, that align with their individual circumstances.
In conclusion, we explore growth opportunities to advance the vital role of financial advice in the professional market by leveraging client referrals, collaborating with financial planners, and engaging accountants as strategic partners.
Speakers

Know Your Insurer Series - MLC Life Digital Capabilities
2024-05-09 11:00 | Webinar
Efficiency in provide risk advice to clients is highly dependent on leveraging digital solutions. In this session we highlight the areas you can utilise with MLC Life Insurance to maximise time savings and provide a great client experience.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice, Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

FAAA Roadshow 2024 (Hobart)
2024-05-09 09:00 - 16:30
FAAA Roadshow 2024 (Hobart)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

Ensombl: All Licensee PD Day
2024-05-09 08:00 - 18:00 | Webinar
A more efficient way to access CPD
The Ensombl All Licensee PD Day is a licensee-agnostic one-day professional development event, giving advisors access to 10 CPD-accredited sessions from leading speakers.
It’s the most efficient way to make a real dent in your annual CPD needs, and with an average attendance of over 1,800 advisors, it has quickly become the largest single-day PD event on the calendar.
Tapping into themes curated from Ensombl community discussions, all 10 sessions are handpicked to specifically solve the problems getting in the way of delivering great advice.
VIRTUAL EXPERIENCE
A free-of-charge, licensee-agnostic virtual PD Day
The virtual ALPD Day experience is open to advisors everywhere to learn from the best minds in Financial Advice, and access 25% of your annual CPD requirement in one day.
At last year’s events, over 3,000 people joined the virtual platform to source new ideas and discuss concepts with their peers in real-time.
All attendees will receive a bespoke CPD certificate after the event.

FAAA Roadshow 2024 (Melbourne)
2024-05-08 09:00 - 16:30
FAAA Roadshow 2024 (Melbourne)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

FAAA Roadshow 2024 (Canberra)
2024-05-06 09:00 - 16:30
FAAA Roadshow 2024 (Canberra)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

FAAA Roadshow 2024 (Sydney)
2024-05-03 09:00 - 16:30
FAAA Roadshow 2024 (Sydney)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

FAAA Roadshow 2024 (Albury Wodonga)
2024-04-30 09:00 - 16:30
FAAA Roadshow 2024 (Albury Wodonga)

An outstanding professional development program featuring a range of thought leaders and business experts

ROADSHOW TICKETS AVAILABLE NOW!

Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for professional growth and networking with colleagues. With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Register now

REGISTER NOW AND TAKE ADVANTAGE OF OUR MEMBER GROUP DISCOUNT

FAAA Members, register and purchase your tickets as a group to receive a further 10% discount on all tickets. This FAAA Member offer covers both members and non-members tickets, so as a member you can bring your whole team at the member rates and save.

$175 INCL GST – MEMBERS TICKET

MEMBERS TICKETS

$295 INCL GST – NON-MEMBERS TICKET

NON-MEMBERS TICKETS

With a dynamic program created by advisers for advisers, don’t miss out on this opportunity to enhance your skills and connect with peers – attending this event is worth up to 5 CPD hours. Attendees must attend 80% of each session to qualify for that session’s CPD. CPD certificates will be sent out by 31 May. Register now!

Date, Location, Venue
Tuesday 30 April, Albury Wodonga, Atura Albury
Friday 3 May, Sydney, ICC Sydney
Monday 6 May, Canberra, Hotel Realm
Wednesday 8 May, Melbourne, Melbourne Convention and Exhibition Centre
Thursday 9 May, Hobart, Crowne Plaza Hobart
Monday 13 May, Mackay, Rydges Mackay Suites
Friday 17 May, Orange, The Remington Orange
Tuesday 21 May, Brisbane, Sofitel Brisbane Central
Thursday 23 May, Adelaide, Adelaide Convention Centre
Friday 24 May, Perth, Perth Convention and Exhibition Centre

Know Your Insurer Series - Getting Clients Underwritten Effectively
2024-04-24 11:00 - 11:30 | Webinar
Risk onboarding is dependent on navigating the underwriting process effectively for each client. In this session we explore the MLC Life Insurance underwriting philosophy along with tips for engaging with underwriting and efficiently supporting clients through the process to save time.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice, Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

Practice Development Series - Building an Efficient Risk Advice Process
2024-04-17 11:00 - 12:00 | Webinar
Personal risk mitigation is an essential part of any financial plan but is a highly complex area of advice to implement efficiently. By building a streamlined and efficient end to end advice process across the advice practice, advisers can provide effective risk advice to more clients and more easily build risk advice into their process. In this session we step through the various stages of risk advice and considerations for efficiency in each step of the process including examples and technology tools that can assist advisers.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice,Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

Technical Series - The Not-So-Scary World of Risk Advice
2024-03-27 11:00 - 12:00 | Webinar
Risk advice is incredibly valuable and comes with its own unique requirements for advisers. In this session we bust common myths around risk and compliance when it comes to personal insurances and provide simple tools to aid in seamlessly de-risking the advice process without any additional steps. We look at real world data on complaints, outcomes and disputes to provide clarity to advisers delivering risk advice on how they can efficiently meet client need and have confidence in their advice process.

PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice,Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.

Riskinfocus 24 (QLD) - Risk advice-focused CPD-eligible content
2024-03-22 08:15 - 17:45 | Rydges South Bank Brisbane, 9 Glenelg St, South Brisbane, QLD, 4101, Australia
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March!

More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and ideas shared with you and your peers at Riskinfocus 24 will contribute to this goal.
Early Bird Registrations will be open for a short time…
*Industry Breakfast Masterclass is 07:30 – 08:15
(light breakfast served)

Riskinfocus 24 (NSW) - Risk advice-focused CPD-eligible content
2024-03-19 08:15 - 17:45 | Shangri-La Sydney, 176 Cumberland St, The Rocks, NSW, 2000, Australia
