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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 you. Soon we will add a bio to each speaker which you can click and download if you wish to see their full 'cv'.
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Speaker
Bios
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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'.
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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.
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Danielle Robertson
( CEO, Dial-an-Angel )
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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! |
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Steve Murray
( Catalyst Compliance )
Steve's team works with 'boutique' licensees, particularly life risk specialists 'going it alone' and 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 comes from a strong adviser background too, meaning he has been in your shoes.
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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!! It's 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
the considerations around mental illness and TPD and IP
.
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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.
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Mark Westcott
( Practising Adviser & Entrepreneur )
Mark has proven his ability and willingness to take on board new ideas, take risks with his business development and then pass on what he has learned to his peers. Courage translates to his development of strategies to handle the 'tough' world of business clients and Mark has a plethora of those. He's going to tell us how he manages the more tricky areas of business succession planning with those SMEs. |
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Michael Jackson
( Keynote Speaker )
Mike's 35 years in the life risk industry in South Africa, often driving significant change and entrepreneurship within traditional life office structures, qualifies him to be ther deliverer of a session on some spectacular innovations the industry has undertaken in SA. We'd like to think these ideas could be emulated here - so if we know what they are, we know what to push for!
Currently Mike is CEO of Professional Provident Society (PPS), South Africa’s last mutual assurer with a client base of 180,000 graduate professional advisers.
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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.
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Mark Thompson
(
Practising Adviser
)
Mark is a terrier when it comes to claims management, as his story will demonstrate. He's had a long history of client relationship successes particularly stemming from his
proactivity and his habit of
becoming the claimant's advocate in getting the very best, appropriate result for every client who has the misfortune to claim.
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Lindsay Cross
(
Principal Underwriter, GenRe Reinsurance
)
A new development in the industry, Evidence-Based Underwriting, is set to make yours and your clients' lives a little easier and certainly more logical and supportable, when it comes to non-standard underwriting decisions. Lindsay will deliver the news about what this is and how it will affect underwriting protocols and outcomes moving forward. Case studies have been developed to assist with understanding this long overdue innovation.
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Frank Avitabile
(
Practising Adviser
)
We know Frank as a committed adviser who works tirelessly to do his utmost for his clients, as part of the equally committed specialist risk team at Complete Risk Analysis. His claims case study showcases his lateral thinking and analytical skill that exemplifies the business' mandate for their clients.
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Connie Pullella and Eve
(
Practising Adviser
& her client )
Connie's another professional risk adviser but she is a special case as she came from the inside of our industry - Work Cover claims was her background - to the bright side! Sometimes converts make the best practitioners! This claim case study is one with a difference and the client herself, Eve, will be on the podium with Connie to reinforce the key message in her story. You'll be surprised to learn what that is...
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Jessica Ruby
( Multiple
Sclerosis
'Ambassador' )
Jessica's presentation is not the traditional bad-luck-made-good motivational story we often hear and enjoy.
Hers is a story that has direct connection to our work right now and to our responsibilities to a segment of the population we're not doing enough for.
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Rob Winch
( Adviser - Superwise Financial )
Rob's inclusion on the programme came later than our other speakers and it was only because we were speaking to Peter Bobbin about his session and he said "by the way have you heard Rob Winch talk about his file noting system? It's the best I've ever seen!" and coming form a lawyer that's a big accolade. So of course we just had to have Rob make a contribution to a Forum that is designed to help you refine your craft, didn't we?
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