Risk Hub

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

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

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

Riskinfocus 24 (VIC) - Risk advice-focused CPD-eligible content
2024-03-14 08:00 - 17:00 | Grand Hyatt Melbourne, 123 Collins Street, Melbourne, VIC, 3000, 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…

Riskinfocus 24 (TAS) - Risk advice-focused CPD-eligible content
2024-03-12 08:15 - 17:45 | Franklin Wharf, Murray Street Pier, 28 Morrison Street, Hobart, TAS, 7000, Australia

Riskinfocus 24 (SA) - Risk advice-focused CPD-eligible content
2024-03-07 08:15 - 17:45 | Adelaide Convention Centre, North Terrace, Adelaide, SA, 5000, Australia

Riskinfocus 24 (WA) - Risk advice-focused CPD-eligible content
2024-03-05 08:15 - 17:45 | Duxton Hotel Perth, 1 St Georges Terrace, Perth, WA, 6000, Australia

Technical Series - The Final Puzzle Piece (Insurance Philosophy Product Selection)
2024-02-15 11:00 - 12:00 | Webinar
When it comes to Life Insurance products, often features and their value may not be easily understood by clients. How can we help them understand how they are applicable to the unique risks each of them wish to mitigate in their day-to-day life? In this session we look at types of contracts and their features, and how through our prior work correctly gathering data and quantifying risk, we can align the right type of product to the right client scenario.

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.

Know Your Insurer Series - Get to Know MLC Life Insurance
2024-01-24 11:00 - 11:30, 2023-11-09 11:00 - 11:30 | Webinar
As part of MLC Life Insurance’s ‘know your insurer’ series, this session will delve into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, along with all broad areas of the MLC Life Insurance business that are there to support your clients from underwriting, in-force, and claim time.

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.

Know Your Insurer Series - Working with MLC Life Insurance
2023-12-06 11:00 - 11:30 | Webinar
An efficient process is an essential part of delivering effective risk advice, and to have an efficient process it’s essential to understand the best ways to navigate all parts of the risk advice process from onboarding, to new business, in-force management, and claims & wellbeing. In this session we outline the areas of support available from MLC Life insurance in all areas, and the best way to leverage these capabilities into a more efficient risk 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.

MLC: Why Wellbeing is What Clients Want
2023-11-22 11:00 - 12:00 | Webinar
Insurer wellbeing offerings are prolific in the current market, but it’s not always clear how they align to individual client need & values. In this session we look at global research and behavioural finance to ascertain how advisers can use these offerings to enhance client experience and ongoing client engagement. We also explore the best ways to categorise and align specific types of wellbeing offerings to the right kind of client.

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.

FAAA Congress 2023
2023-11-20 09:30 - 2023-11-22 14:30 | Adelaide Convention Centre, North Terrace, Adelaide, SA, 5000, Australia
WELCOME TO CONGRESS
In today’s rapidly evolving financial landscape, collaboration and shared knowledge are essential for success. This year, the Financial Advice Association Australia (FAAA) brings together thought leaders, seasoned professionals, and emerging talents to foster a spirit of unity and collective growth. Through engaging keynote speeches, interactive sessions, and networking opportunities, we aim to empower you with the tools, insights, and connections needed to thrive in this ever-changing world.
Join us as we embark on a transformative journey, where the power of collaboration unlocks endless possibilities for personal and professional development. Together, we will navigate the challenges, seize opportunities, and inspire one another to reach new heights.
Grow together to shape the future of financial advice.

MLC: Part 2 Building a Modern Insurance Philosophy Workshop – Choosing the Right Product
2023-11-02 11:00 - 12:00 | Webinar
When it comes to Life Insurance products, often features and their value may not be easily understood by clients. How can we help them understand how they are applicable to the unique risks each of them wishes to mitigate in their day-to-day life? In Part 2 of this session, we look at particular types of contracts and their features, and how through our prior work correctly gathering data and quantifying risk, we can align the right type of product to the right client scenario.

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.

PPS Mutual - Reducing the Trauma: The personal cost of critical health conditions today
2023-11-01 12:00 - 13:00 | Webinar
Australia’s enviable cities and high life expectancy rank among the world’s best, yet healthcare challenges continue to evolve. While advances in diagnosis and treatment extend lives, the burden of diseases like heart disease, stroke, and cancer persists. The financial burden of healthcare is increasingly shifted onto individuals, with rising out-of-pocket costs and lost earnings potential. In this landscape, understanding the value of life insurance becomes crucial, but complex factors like inflation, interest rates, and insurance product intricacies complicate personal risk management. This presentation delves into the financial impact of major health conditions, focusing on Cardiovascular Disease, Cancer, and Musculoskeletal conditions, to aid financial advisers in crafting contemporary protection strategies.

Speakers

MLC: Insuring the Uninsurable Client
2023-10-25 11:00 - 12:00 | Webinar
While every client needs to consider personal risk mitigation as part of their financial plan, not every client may be able to access an easily underwritten retail insurance product due to health or occupation. Similarly, as life and risk needs evolve over time it may be hard to make appropriate changes to existing cover. In this session we look at strategic solutions for clients who cannot be underwritten and tips of appropriately positioning these with the client.

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.

MLC: Part 1 Building a Modern Insurance Philosophy Workshop – Covering the Right Amounts
2023-10-19 11:00 - 12:00 | Webinar
Having a clear methodology for how we construct our advice is more important than ever, both when it comes to efficiency of getting advice in front of clients, but also in seamlessly discharging our compliance and ethical obligations. In part 1 of this 2-part session, we will look at how we can initiate this discussion an appropriately diagnose truly personalised risk need to fit the context of a client’s overall goals and objectives.

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.

FAAA Master Class Series 2023: Building A Sustainable Practice - Effective Pricing Models
2023-10-17 13:00 - 14:00
Despite the fact that fee for advice has been the norm for many years, pricing remains one of the most challenging elements of running a successful advice firm.
Join Elixir Consulting as they share the key highlights from the sixth edition of their Adviser Pricing Models Research Report.
In addition to learning how much your peers are charging for a variety of client case studies, you’ll also discover the qualitative elements of a sustainable pricing model. Structure, timing, variables, underlying charge-out rates … you’ll discover what’s working for other firms, and pick up a host of ideas to help refine the right model for your clients and your firm.

FAAA Master Class Series 2023: Building An Ethical Practice : Developing An Ethical Philosophy For Your Practice
2023-10-11 13:30 - 14:30
Join two seasoned leaders as they share their journey crafting an ethical philosophy for a financial advice business. Discover practical steps to integrate ethics, unlock trust, and navigate challenges with finesse.
Witness the tangible benefits that arise from embracing an ethical approach. Don’t miss this opportunity to revolutionise your financial practice for a brighter and more responsible future!
