Highly Experienced
We bring over 35 years corporate experience working in Financial Services across Compliance, Risk, Governance, Underwriting, Claims and Portfolio Management
Corporate quality at an affordable cost
We understand the cost impact to a business. Our services are designed to meet your budget whilst maintaining our commitment to Corporate quality
Flexible Approach
We offer solutions to all insurance industry stakeholders from large insurers to Insurtech start-ups that are designed to meet their needs and customer strategy.
Our Services
Business focused risk management
Advice on the Insurance ecosystem for Regtech’s & Insurtech’s
Subject Matter Expert as a Service (SMEaaS)
Compliance resource for Insurers, Distributors, AFSL holders & others
Compliance health checks for insurers, distributors and claim service suppliers
I connected with Paul and Compliance Advocacy Solutions to help me understand the insurance industry as I explored opportunities for Uprise. Paul’s deep understanding and knowledge of the insurance industry was apparent from our first conversation. Paul quickly understood my business and was able to provide relevant insights that met my needs and expectations. When I need access to an insurance expert Paul is always my first port of call. Paul genuinely places the interest of the customer at the heart of everything he does. I would recommend Paul for insurance industry consultancy.
“Considering the continued growth and development of our business in Australia and in light of the current regulatory environment, we thought it would be the perfect opportunity to stocktake and bring the customer lens into a compliance health check review. That is when we came across Paul and Compliance Advocacy Solutions.
It was evident that Paul’s extensive experience within the Industry allowed him to quickly understand our business structure and our place as players in the industry. Paul listened to my concerns, checked in with me regularly and made us feel like his only client, tailoring a comprehensive package for our company. His level of transparency, ethics and passion for customer advocacy as well as the Insurance industry were paramount during our engagement.
Compliance Advocacy Solutions tackled the essential aspects of the compliance health check for online insurance distributors/service providers. The insights provided helped our team to gain further clarity of how to improve our processes, procedures, training, messaging and documentation in a compliant manner and with the customer in mind.
I would recommend Compliance Advocacy Solutions for all Compliance & Governance consultancy. It will be an asset to any company.”
Our Blog
- September 6, 2019
- Compliance
Breach reporting – rebuilding community trust in financial services
- July 24, 2018
- Compliance
The General Insurance Code, a paradigm shift – from process to conduct
- April 24, 2018
- Compliance , Risk Management
Meetig8 – Australia’s first online marketplace for risk talent. An interview with James Lai, Founder & CEO
- March 20, 2018
- Compliance
How technology is helping to remove the stigma attached to mental health – An interview with Dr Jay Spence
- March 4, 2018
- Compliance
Re-imaging mental illness & insurance through Insurtech & social purpose
- February 11, 2018
- Compliance
Disclosure – the thorn in our side
- January 24, 2018
- News