Risk Hub

Getting the Most Out of Working with MLC Life Insurance
2025-01-29 11:00 - 11:30 (Australia/Sydney) | Webinar
Duration: 30 minutes
CPD Area: Client care and practice

Join us for an insightful session covering the unique features of the MLC Life Insurance product suite and its strategic applications in client advice. As part of MLC Life Insurance’s Know your Insurer series, this session will also explore the comprehensive support MLC Life Insurance offers across all business areas, including underwriting, in-force management, and claims processing
Register now to secure your spot: Click here

Back to Business With an Award-Winning Underwriter | MLC Life Insurance
2025-01-23 12:00 - 13:00 | Webinar
What better way to set yourself up for career success in 2025 than a live sit-down with an award-winning industry leader?
Join us for our first event in this year’s webinar series. Darren Leonard, winner of the 2024 ALUCA Life Insurance Excellence Leadership Award, answers your questions about underwriting in a live Q&A with Marshall Ross, our Partner Education Manager.
Given in recognition of demonstrated excellence in the life insurance industry, the ALUCA Leadership Award celebrates Darren’s record of achieving outstanding underwriting outcomes for our customers and partners. Hear what Darren has to say about his approach to underwriting and his tips for industry professionals at what’s sure to be an entertaining and informative discussion.
Register now to secure your spot: https://lnkd.in/gukMrGhA

SPEAKERS

DARREN LEONARD
Northern Underwriting Manager
MLC Life Insurance

Darren has an extensive experience in the Life Insurance industry both across underwriting, and as a practicing adviser. In this time Darren has developed a deep understanding of all facets of the underwriting process, leading to recognition in 2024 as the ALUCA Excellence Leadership award winner for his contributions to the field of underwriting.In his role as Norther Underwriting Manager at MLC life Insurance Darren overseas the NSW & QLD underwriting teams while contributing to driving forward the continued commitment of MLC Life Insurance to supporting advisers getting more Australians insured.

MARSHALL ROSS
Partner Education Manager
MLC Life Insurance

With over a decade’s 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 Partner Education Manager is responsible for developing & delivering MLC Life Insurance’s Partner Education Program, which in 2024 was a finalist for the IFA Excellence Awards Education Provider of the Year along with Marshall being an individual finalist in the Industry Thought Leader of the Year.

Know Your Insurer Series: Get to Know MLC Life Insurance
2024-12-05 11:00 - 11:30, 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: Follow the Money: Financial Underwriting for the Self Employed
2024-11-21 11:00 - 12:00 | Webinar
Techniques to identify income, calculate sums insured, and facilitate claims outcomes for self-employed clients, including case study investigation.

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 Support Showcase [Register Now]
2024-11-12 09:00 - 16:00 | Webinar
Register Now for the Risk Support Showcase
Join us for a day packed with interactive sessions designed to help streamline your risk advice processes and enhance the way you deliver advice. The Risk Support Showcase will feature a variety of providers offering practical solutions and insights to elevate your business.
Think of it like a live expo, with demonstrations, Q&A, and hands-on tools for your practice.
<<Submit Your Questions for the Sessions Here>>
🗓️ Date: 12 November 2024
🕘 Time: 9am to 4pm AEDST
📍 Location: Online Event

<< REGISTER HERE >>

Run of the Day:
Here’s a sneak peek at the sessions and what you can expect to see:

–> Sessions from 9:00am
9:00am – Open & Overview of the day
Your Hosts: Marc Fabris & Peter Stathis
Kick off the day’s sessions with an overview of the key topics
9:15am – Starting with Digital
Dr Paul Moran – iFact Find
Find out how digital fact find tools can streamline the early stages of the advice process, making data collection easier and faster.
10:00am – Creating Efficiency Early in the Advice Process
Stuart Riddle – Claras.ai
Learn how AI-powered file notes can reduce admin work and boost your productivity.
10:30am – Leveraging Platforms to Streamline Estate Planning
Brant Dillon – The Legal Hub
Discover how to use estate planning platforms to better integrate these services into your advice practice.
11:00am – Online Estate Planning Facilitation
Aaron Zelman – Willed
Simplify estate planning for your clients with a straightforward online solution that makes the process more accessible.
11:15am – Improving Adviser Efficiency: Case Studies & Insights
Karli Mann – Alura Financial
Real-world examples of how outsourcing admin and advice tasks can increase your efficiency and give you more time to focus on clients.
*Break from 12:00 – 12:30pm*

–> Sessions from 12:30pm
12:30pm – Streamlining Client Servicing
Robert Sheptun – CDM Solutions
Practical tools and solutions to improve ongoing client servicing, from managing renewals to enhancing client experience.
1:00pm – Unlocking Efficiency in Underwriting: Pathology Services
Stephen Clarkson – EQ Pathology
Learn how pathology services can speed up the underwriting process and improve client satisfaction.
1:30pm – AI Tools for Advisers
Marc Fabris – Risk Hub
Explore AI tools that are transforming efficiency in advice delivery, including insights into which tools other advisers rely on and where to find additional support.
2:00pm – Technical Assistance for Advisers
David Spiteri – LifeTech Assist
Discover how technical support can help optimise your advice delivery systems and streamline operations.
2:30pm – Help When It Matters Most: Claims Support
Trevor Battersby – TPD Claim Support
Insights into managing the claims process, the regulations you need to be aware of, and the key risks for advisers.
3:00pm – Panel Discussion: Industry Insights & Q&A
Keely O’Brien CALI / Phil Anderson FAAA
Have your questions answered by representatives from key industry bodies as they discuss what’s next for risk advice support in Australia.
3:30pm – Key Takeaways and Close of session
Your Hosts: Marc Fabris & Peter Stathis
Wrap up with essential insights and actionable steps from the day

<< REGISTER HERE >>

You’ll be able to pick and choose the sessions most relevant to your needs. So, register, mark your calendar, and we’ll see you there!

Can’t make it?
No problem! All sessions will be recorded and available to watch later. Just make sure to register, and we’ll keep you in the loop with access to the recordings and any special offers from the providers. Don’t miss out – even if you can’t join live, you’ll still have the opportunity to benefit from the valuable insights shared on the day.
<<Submit Your Questions for the Sessions Here>>
For more info, send us a message at info@riskhub.com.au.

Did you previously use our Save the Date option? Once registered, feel free to remove your ‘save the date’ calendar entry.

Know Your Insurer Series: Living Well with Vivo
2024-10-23 11:00 - 11:30 | Webinar
Benefits of Vivo Wellbeing for policyholders & advisers and ways this offering can translate to value without additional cost & effort for the practice.

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.

Practice Development Series: Why Wellbeing is What Clients Want
2024-10-10 11:00 - 12:00 | Webinar
Using insurer wellbeing offerings to enhance client experience and ongoing engagement, based on global research and behavioral finance.

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.

Know Your Insurer Series: Supporting Your Clients at Claim Time
2024-09-26 11:00 - 11:30 | Webinar
Outlining the MLC Life Insurance philosophy to claims support and ways advisers can help enhance the claims support 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.

Practice Development Series: What’s Your Claims Proposition?
2024-09-12 11:00 - 12:00 | Webinar
Discussing the considerations for a claims value proposition and strategies to understand underwriting and setup of effective risk advice for ideal claims processing.

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, Special Underwriting Edition
2024-09-10 11:00 - 12:00 | Webinar
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub.
This is our Special Underwriting Edition
Host: Marc Fabris, Founder of Risk Hub
Co-Host: Peter Stathis, The Life Insurance Guy

Special Guests:
Karen Janes, Chief Underwriter, AIA
Amber Brockie, Head of Underwriting, MLC Life Insurance
Marcello Bertasso, Head of Underwriting and Claims Management, PPS Mutual

Join us as we delve into:

Preassessments: Best practices and key insights
Field Underwriting Tips: Strategies for success
Key Trends in Underwriting: What you need to know
And much more!

As always, we encourage you to bring your questions and participate in the conversation.
📅 Date: 10 September 2024
🕒 Time: 11:00am-12:00pm
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!

Practice Development Series: Making the Renewal Process Work for Your Business
2024-08-21 11:00 - 12:00 | 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!

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
