|
The Speakers
Our speakers' expertise
The success of any 'learning' forum lies squarely in researching, locating, assessing, then engaging expert speakers who can
deliver exactly what the audience wants to hear
, then
briefing them effectively
on what their knowledge can contribute to the delegates attending. We believe that is what we do well - as evidenced by the success of our line-up in 2008 & 2009. In April 2010, we will deliver a refined and robust programme - as close to perfect as we can for the topic of Refining Your Craft.
So what we have outlined for you below is not the 'cv' of each speaker and how many tertiary qualifications they have, but
why each has been chosen
to deliver their session to yo Soon we will add a bio to each speaker which you can click and download if you wish to see their full 'cv'.
|
|
Speaker
Bios
|
|
|
Dr Paul Davis
(Cardiologist & Insurance Medico of note)
Once again, due to popular demand, Dr Paul will appear for the 3rd year running with a
different topic for you. Having 25 years as a Clinical Cardiologist and Consultant Physician in internal medicine, is what supports Paul’s role as Medical Director for RGA’s Asia Pacific operations. Paul is also a Clinical Senior Lecturer in Medicine at Sydney University. He has a real commitment to educating advisers and he does this with passion
and a capacity to translate complex medical concepts to 'plain English'.
|
Peter Bobbin
(Senior Partner, The Argyle Partnership Lawyers)
Peter is well known to many in the industry as a stimulating and educational speaker on legislative and regulatory matters - in language we can all understand. His style is at times controversial and we have chosen Peter to discuss the importance of sound, accurate Replacement Policy Advice within the context of best advice principles as well as the requirements of RG175. He has firm views on the cruciality of this piece of the advice puzzle to the quality of advice.
|
|
Danielle Robertson
(CEO, Dial-an-Angel)
|
We saw Danielle quoted in recent financial press about the role of financial planners in facilitating funding for care costs when clients need care most. As the CEO (and daughter of the founder) of Australia's largest non-NGO care provider, Danielle would know this best. Her commitment to this view is what led us to invite Danielle to speak to us about the costs that we get asked about most - personal (at home) care, home care and child care. You asked for it...here it is! |
|
|
Steve Murray
(Catalyst Compliance)
Steve's team works with 'boutique' licensees, particularly life risk specialists 'going it alone' is fast becoming recognised as reliable and more importantly innovative. Catalyst Compliance is gaining a reputation for assisting advisers to comply-with-a-difference: client focus and friendliness! Steve's background qualifies him to fulfil this role with a vast well of experience across many levels of the industry but mostly in licensee management. He come from a strong adviser background too, meaning he has been in your shoes.
|
|
Dr Nick Glozier
(Independent
Psychiatric Consultant
)
Dr Nick is one of Australia's most highly qualified psychiatric consultants to industry and government and has an international reputation in the field of mental health and work related disability. The most impressive thing about Dr Nick's medico-legal practice is that they guarantee turnaround of reports in 5 days!! A measure of the professionalism of a doctor who decided that he wanted to specialise in the effects of and the management of psychiatric conditions leading to disability. His subject for you this time will focus on the challenges and consideration
and the considerations around mental illness and TPD and IP
.
|
|
Sue Laing
(Managing Director - The Risk Store)
Most of you know Sue as a regular speaker in the industry as well as the founder of the risk store. Unusually, Sue is contributing to this risk store event. Due to the popularity of one of the Risk School's workshops - Business Succession Planning 'soft skills' - the risk store decided to stage a short version of this one-day workshop as a breakout session, to give those delegates who haven't been to this workshop some value from its useful content. Many of the hundreds of advisers who have attended this workshop have finally found the skills to successfully engage SMEs and enter the lucrative and rewarding business insurance market.
|
Mark Westcott
(Practising Adviser & Entrepreneur)
Mark Westcott is the Director of The Strategic Evolution, a specialist company offering a range of programmes to assist individuals to make smarter decisions and create certainty about their future direction, both personally and professionally. Mark climbed quickly to the top in his profession of financial services building his own very successful life risk advice business. He is a life member of the "Million Dollar Round Table" (MDRT) which recognises the top 3% of his industry worldwide. Several times he has attended the "Top of the Table", occupied by only the top 0.2% in the world. |
|
Michael Jackson
(Keynote Speaker)
Mike has had 35 years in the Life Industry, and has been Head of Human resources, Sales and Marketing, Customer Services and Distribution. He was Managing Director of Charter Life, South Africa’s first specialist bankassuer and was Executive Director in charge of Operations of Liberty Life.
He has been on the Boards of Liberty Life, Stanlib Asset Management, Liberty Healthcare and was chairman of Lodstone Multimanager and the Life Offices Association.
Currently he is CEO of Professional Provident Society (PPS), South Africa’s last mutual assurer with a client base of 180,000 graduate professionals.
|
|
Andrew Harris
(Practising Adviser)
Andrew is a practising life risk specialist with considerable experience and technical ability. His session will bring to you an interesting and insightful case study everyone from beginners to experienced advisers and para planners will find interesting and valuable learning.
|
|
|
Mark Thompson
(
Practising Adviser
)
Speakers details will appear as and when they are being confirmed (as we type!). As you would expect from The Risk Store, you can be sure the speakers at this forum will deliver the highest quality presentation using practical, useful content as experienced in previous Risk Store events.
|
|
Melinda Moro
(
Senior Underwriter, GenRe Reinsurer
)
Speakers details will appear as and when they are being confirmed (as we type!). As you would expect from The Risk Store, you can be sure the speakers at this forum will deliver the highest quality presentation using practical, useful content as experienced in previous Risk Store events.
|
|
Frank Avitabile
(
Practising Adviser
)
Speakers details will appear as and when they are being confirmed (as we type!). As you would expect from The Risk Store, you can be sure the speakers at this forum will deliver the highest quality presentation using practical, useful content as experienced in previous Risk Store events. |
|
|
Connie Pullella and Eve
(
Practising Adviser
& her client)
Speakers details will appear as and when they are being confirmed (as we type!). As you would expect from The Risk Store, you can be sure the speakers at this forum will deliver the highest quality presentation using practical, useful content as experienced in previous Risk Store events.
|
|
Jessica Ruby
(Multiple
Sclerosis
'Ambassador')
Speakers details will appear as and when they are being confirmed (as we type!). As you would expect from The Risk Store, you can be sure the speakers at this forum will deliver the highest quality presentation using practical, useful content as experienced in previous Risk Store events.
|
|
|
Rob Winch
( Superwise Financial )
Speakers details will appear as and when they are being confirmed (as we type!). As you would expect from The Risk Store, you can be sure the speakers at this forum will deliver the highest quality presentation using practical, useful content as experienced in previous Risk Store events.
|
|