Practical Compliance Membership

As a general insurance professional expected to be across all of the financial service laws and industry Codes , do you wish you had ongoing access to expert guidance, practical training and a trusted sounding board, someone you can email with questions, learn from each month and rely on for a confident second opinion when issues arise?

As a professional working within Australia’s general insurance industry, you operate in one of the most highly regulated and closely scrutinised environments in financial services. Ongoing change, increasing expectations and complex obligations mean surface level updates are no longer enough.

Who is this for?

This membership is for individual professionals working within Australia’s general insurance industry.

The membership is designed for professionals working across business operations and specialised areas such as governance, assurance, risk and compliance, IDR/EDR and legal. It is ideal for those who need more than occasional updates and want reliable, ongoing access to practical expertise

How the membership can help statement:

We are relaunching as Practical Compliance, a new individual membership created to support the ongoing growth and development of general insurance professionals who need direct access to experienced, practical expertise. Designed for those working within insurers, brokerages, underwriting agencies, TPAs and service providers, the membership places trusted guidance within reach. Members can ask questions via email, attend in depth monthly webinar sessions and build their capability through clear, relevant training modules aligned to real world insurance obligations, strengthening confidence, judgement and professional capability in everyday practice.

This membership has been created to give insurance professionals confidence, clarity and a trusted second opinion when navigating the complexity of the general insurance regulatory environment. It reflects my commitment to supporting the industry through high quality education, practical advice and professional excellence.

A key principle of the membership program is to provide practical assistance and support at an affordable cost. The membership is available for individuals and has been priced accordingly to enable access for all roles, at all levels.

Upfront Benefits:

At just $50 per month, members receive ongoing professional development that is practical, relevant and immediately applicable, including:

• Unlimited email access to Paul for general insurance regulatory, governance, risk and
  compliance questions or issues
• 1 x 90 minute live webinar each month, March to December, focused on a new and
  relevant topic, 10 sessions per year
• Structured training module packs provided after each monthly training session, with
  up to 10 modules released per year
• Monthly Compliance Newsletter
• Special exclusive member offers from time to time

This membership delivers affordable, high value support, giving you clarity, a trusted second opinion when issues arise, and the confidence to navigate the general insurance regulatory landscape with assurance.

Each 90-minute session focuses on a key general insurance compliance topic:

• 19 March – Obligations for Representatives, Distributors and Material Service Provider
• 16 April – Training and competency requirements for staff and representatives
• 16 May – Misleading and deceptive conduct, including websites and marketing
• 18 June – Sales obligations, including Financial Product Advice
• 16 July – Disclosure requirements for retail clients
• 20 August – Incident and breach management
• 17 September – Complaints management
• 15 October – Claims handling and settlement
• 19 November – Customers experiencing vulnerability
• 17 December APRA Prudential Standards, including CPS 230 and CPS 234

Live webinar sessions will take place on the 3rd Thursday of every Month, 9am-10.30am (90min).

19th of March first session

Members who sign up will have their email added to Mailchimp contact list for monthly newsletters.