Our Team
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Meet Our Team
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Victoria
Allan Manning
PROFESSIONAL QUALIFICATIONS
Doctor of Business Administration
Master of Business Administration
Bachelor of Commerce
Fellow, CPA Australia
Fellow, Australian & New Zealand Institute of Insurance & Finance (Honorary Life Member)
Fellow, Chartered Insurance Institute (UK)
Fellow Chartered Loss Adjuster
Fellow, Chartered Institute of Loss Adjusters (UK)
Chartered Insurance Practitioner (UK)
Fellow, The International Institute of Claims Professionals
FUEDI European Loss Adjusting Expert
PROFESSIONAL EXPERIENCE
After 11 years claims experience with General Accident Insurance, Allan joined Robins MBS Loss Adjusters in 1981. In 1987, he transferred to Papua New Guinea, as Managing Director. During this time, Allan handled one of Australia’s largest claims, which surrounded the closure of the Bougainville Copper Ltd mine. The claim had a reserve of US$1,000 million. Allan returned to Australia in 1990 and, in 1991, was appointed Regional Leader for the Southern Region and was also appointed to head up GAB Robins’ loss adjusters national large loss claims team.
At the start of 1999, Allan founded the LMI Group, a firm dedicated to providing a high level of customer service and technical expertise in pre- and post-loss insurance services. Pre-loss work is offered by the Risk Management International division, while post-loss matters including forensic accounting, loss adjusting and claims preparation are handled within Loss Management International. Allan is an industry innovator having developed PolicyComparison.com, a web-based training and comparative tool on the feature and benefits of general insurance products; BIcalculator.com a website designed to assist calculate adequate cover for business interruption insurance, PolicyCoach, which is an expert system for ISR insurance; and the Business Continuity Management System, ContinuityCoach.com. His latest brainchild is ClaimsComparison.com
For over 45 years, Allan has managed large and complex losses involving major property, business interruption including advanced consequential loss, fidelity, construction, liability, professional Indemnity, and Directors & Officers throughout Australia, Asia Pacific, Europe and North America. Assignments have been completed for many multi-national companies, such as ACI, Amcor, Nestle, Mitsubishi, PaperlinX, Spotless and Toyota, as well as government organisations and small to medium-sized businesses. He particularly enjoys the challenge of assisting companies to return to normal trading after a major crisis. His interest in the survival of a business following an insured loss prompted him to complete a Doctoral thesis, following 6 years of extensive research.
Since 1983, Allan has acted as an expert witness, primarily handling quantum, policy response, and issues surrounding industry practice. Over the past 15 years, Allan has been engaged by insurers, insurance brokers and clients to carry out risk analysis and the review of insurance programs for businesses, including multi-nationals. His lifetime of experience in managing major losses proves invaluable in this area. This has more recently extended to drafting wordings and it is estimated that over 30% of all businesses in Australia are insured under a policy drafted or reviewed by Dr Manning.
Allan has lectured at RMIT, Melbourne, and Victoria Universities and has delivered over 1,200 seminars on various topics including risk management, ISR, and Business Interruption. Dr Manning holds the post of Adjunct Professor at Victoria University in the faculty of Law & Justice and is the author of 13 books on insurance, including Business Interruption Insurance & Claims: A Practical Guide, the 3-volume Understanding the ISR Policy, Manning’s Six Principles of General Insurance, and It may happen to Me! – The essential guide to general insurance.
Allan is an honorary life member of the Australian and New Zealand Institute of Insurance & Finance, and was awarded the Life Time Achievement Award at the 2012 Insurance Industry Awards. He has been rated one of the 20 most influential people in insurance for the past 9 years by InsuranceNEWS [the magazine] due to his strong and unswerving ethical stance on doing what is right by the consumer.
Steven Manning
PROFESSIONAL QUALIFICATIONS
GAICD, Australian Institute of Company Directors
Diploma of Commerce
Diploma of Insurance Broking
Diploma of Integrated Risk Management
Diploma of Loss Adjusting
Diploma of General Insurance
Diploma, Chartered Institute of Loss Adjusters (CILA) UK
Fellow, Institute of Insurance Claims Professionals
Fellow, Australian & New Zealand Institute of Insurance & Finance
PROFESSIONAL EXPERIENCE
Steven commenced his insurance career in 2002 as a claim’s preparer specialising in material damage claims. Since then he has been involved in all manner of property claims and major catastrophe responses including the Victorian Bush Fires in 2009 and the Melbourne Hail Storms, where he headed up LMI Group’s initial response team.
Steven concentrated largely on business interruption insurance since commencing his career and is now well regarded as an expert in the interpretation of local and international Policy contracts.
Following a period working in claims, Steve shifted his responsibilities to LMI Group’s eServices. Being a forward thinker, he worked towards the digitisation of LMI Group’s extensive knowledge base into a number of broker and insurer tools, namely PolicyCoach, BICalculator, PolicyComparison, RiskCoach, ContinuityCoach and ClaimsComparison. As well as beginning LMI Media. Through Steven’s dedicated leadership and direction these tools are now successfully rolled out to the insurance and business communities throughout the globe.
Appointed as LMI Group’s European Manager, he is responsible for LMI Group’s further international expansion. This sees Steven travelling to the United Kingdom and throughout Europe every quarter meeting with key clientele and introducing LMI Group’s products and services to the wider international insurance communities.
Steven’s ongoing contribution to the insurance industry through attending conferences and speaking as well as conducting technical training has seen him earn the honour of being named in Insurance Business Magazine’s Top 50 Young Guns in Insurance in 2016.
More recently, Steven was appointed as a Director of LMI Group in 2017 and in July 2019 the Group’s Chief Executive Officer to take over operations and continue LMI Group into its next chapter.
Des Reaby
PROFESSIONAL QUALIFICATIONS
Senior Associate, Australian & New Zealand Institute of Insurance & Finance
Fellow, International Institute of Claims Professionals
PROFESSIONAL EXPERIENCE
Dedicated people and strategic leader, within the Insurance, Corporate, Investigative, and related industry.
Des has extensive experience in Leadership, Operations, Loss Adjusting, Investigations, Risk, Loss, Claims, and Account Management, along with developing strategic client relationships, marketing, and overseeing the operations of claim centres, whilst building capability, and investing into people to build success.
Des has been involved as a General, Operations and Claims Manager over the last 20 years, along with operating his own Investigation and assessing practice.
He was previously a Regional Leader with Cunningham Lindsey and knows to well the benefits and pitfalls of Loss Adjusting and being able to deliver a quality outcome. Prior to this he had extensive experience with Underwriters QBE in roles as both a Property Claims Manager and as Manager of Loss Adjusting services Vic, Tas and Sth Aust. Having also worked for Crawford’s as an Adjuster and Operations manager, he was also employed by large international brokers Lowndes Lambert as the Victorian Claims and Assessing Manager, overseeing a team and dealing with own claims and large complex off shore matters.
Des, has strong motivational skills, the ability to lead teams, mentor and coach individuals to consistently achieve results whilst maintaining client centricity and a best practice customer / client experience, which includes strategizing and adopting custom made solutions rather than a “one size fits all”.
His significant experience in leading operational claims teams, along with his own individual hands on experience demonstrates his passion and commitment to aligning client expectations to policy entitlements and to challenge the status quo and find innovative and different ways to manage and settle claims.
More recently Des has been appointed as LMI Group’s Victoria Claims Manager.
Angus Stewart
PROFESSIONAL QUALIFICATIONS
Bachelor of Business (Banking & Finance)
Fellow, International Institute of Claims Preparers
PROFESSIONAL EXPERIENCE
Angus commenced his career with the ANZ Banking Group in roles varying from Operations Manager in retail branches, Cost Analyst, Manager Strategic Cost Management, and Manager Retail Management Information System Liaison. Such roles involved researching and building overhead and labour rate models for retail bank, enabling integration into product profitability models; managing the Interbusiness Unit Charging System and developing costing systems in support of product profitability analysis; costing projects with consulting groups on projects such as re-engineering the Bank’s lending process; tenders for various State Government departments; review of existing branch customer profitability; analysis of budget charges for costing purposes; resolution of costing issues relating to the allocation of costs; review of the Bank’s paper and electronic clearing system with the view to improving pricing; Senate inquiry into bank fees; and managing the development of a new branch profitability reporting system.
After 14 years with the ANZ Banking Group, Angus took on the role of Senior Analytical Consultant with Ferrier Hodgson Corporate Advisory (Vic) Pty Ltd. In July 2001, Ferrier Hodgson merged with Dench McClean Pty Ltd to form Dench McClean Carlson Corporate Advisory. During Angus’s time with this firm, he was involved in numerous projects, providing activity-based costing, reengineering, financial analysis, modelling and valuations, working with organisations such as the Melbourne City Council, TDG Logistics, Metropolitan Fire & Emergency Service Board, Victoria Police, Bureau of Emergency Services Telecommunications/Department of Justice, Ausmelt, Department of Natural Resources & Environment, Esanda, Honeywell Pacific, and Green’s Foods. These projects required such diverse skills as developing manufacturing strategies, rationalisation of products and customers, recommendations for future organisation structure, restructuring of call centres, development of strategic plans, activity-based products costing, financial models, the review of proposed acquisitions, and reviews of opportunities for resource sharing, joint e-commerce proposal, and finance/equity deals.
In 2001, Angus joined the Group in the capacity of Senior Analytical Consultant, operating primarily in the accounting division. Here, Angus quantifies the economic loss of injured parties and the business interruption losses sustained by businesses, Government and non-profit organisations following an incident.
Jodie Brown
PROFESSIONAL QUALIFICATIONS
Certificate IV in General Insurance
CIP, ANZIIF
Fellow, International Institute of Claims Professionals
PROFESSIONAL EXPERIENCE
Jodie has worked in the insurance industry for 20 years, having experience as a Loss Adjuster, Account Manager & State Marketing Manager.
Jodie was employed by GAB Robins/Cunningham Lindsey as a loss adjuster, senior loss adjuster and national account manager. She was later employed by Freemans/Cerno as a senior loss adjuster and then state marketing manager before going back to loss adjusting for the ASTA Group. Most recently, Jodie has worked in a claims preparation role for the LMI Group.
Jodie holds a Certificate IV in General Insurance and is an ANZIIF Certified Insurance Professional, currently completing her Diploma in Insurance.
Brian Peele
PROFESSIONAL QUALIFICATIONS
Bachelor of Business (Insurance)
Diploma of Financial Services (Insurance Services)
Fellow, Australian & New Zealand Institute of Insurance & Finance
PROFESSIONAL EXPERIENCE
Brian has over 50 years’ experience in insurance underwriting, broking and due diligence consulting. He led the Private Equity Mergers & Acquisitions Practice for Marsh Pty Ltd in Victoria providing reports on the adequacy and appropriateness of insurance and risk management programs for lenders and purchasers involved in major merger and acquisition and construction projects.
Within the past 10 years, Brian has provided insurance due diligence reviews and other services for the following industries in Australia, South East Asia and elsewhere in the world:
Mining and mineral processing (iron ore, coal, gold, copper, other minerals)
Aluminium (bauxite mining, alumina & aluminium processing)
Power generation (hydro, wind and thermal) and distribution
Portable water and waste water treatment and distribution
Forest products and timber milling
Oil and gas exploration (on and offshore) and production
Storage (warehousing and cold stores)
Commercial (wholesale and retail)
Transportation (public sector)
Health, hospitals, nursing services (private sector)
He formerly managed the Mining, Metals and Minerals Practice for Marsh Pty Ltd in Australia. Prior to this, Brian was the CEO of Sedgwick Ltd’s captive insurance companies domiciled in Singapore.
AWARDS
Top General Insurance Graduate – Deakin University
Dean’s List – Deakin University
E Vines Memorial Prize – ANZIIF
Katrina Harpantidis
After qualifying as a legal practitioner and a short period of private practice in Victoria, Katrina embarked on a career in the insurance industry in various capacities, working (in the main) for a variety of Lloyd’s Syndicates from 1986 to 2017 in the professional indemnity sphere, but expanding into other insurance lines including D&O, ML and general liability.
Katrina has held various positions within the insurance industry, maintaining strong connections with several Lloyd’s syndicates until 2017. These positions have included national claims manager, company secretary, compliance manager and policy drafting consultant (once again, primarily drafting professional indemnity wordings/endorsements/proposals, but extending to D&O, ML and Combined Liability documentation). On completing her contract with Arch Underwriting (Australia) in 2017, Katrina joined LMI Group in January 2018.
Max Salveson
PROFESSIONAL QUALIFICATIONS
Senior Associate, Australian & New Zealand Institute of Insurance & Finance
Associate Fellow of the Australian Institute of Management
Member of the Australian Institute of Risk Management
Member of the Australasian Institute of Chartered Loss Adjusters
PROFESSIONAL EXPERIENCE
Max commenced his insurance career in 1950 with North British & Mercantile Insurance Co Ltd’s Adelaide branch. His first 4 years in the industry provided a sound foundation for his future, starting with accident underwriting and claims, and followed by instruction in fire rating and underwriting.
In 1954, Max took on the responsibilities of accident underwriting, and fire and accident claims with Union Insurance Society of Canton. During the next 6 years, Max also developed an agency network and was responsible for the writing of fire and accident commercial and domestic insurances in designated country districts. He also received training in marine insurance underwriting and claims.
1960 presented Max with a transfer to Melbourne, where he took up the role of Workers Compensation Claims Superintendent. He progressively accepted responsibility for fire and accident department claims, accident underwriting, and approving marine claims for payment. After appointment to the position of Assistant Branch Manager in 1966, he was once again involved in negotiating and accepting fire insurances for major clients.
Max moved to Guardian Union Group in 1967, as Assistant Fire & Accident Manager for Australia. Two years later, Max was promoted to Accident Manager for Australia following the merger of Guardian and Royal Exchange Assurance Group (“GRE”). Here, Max was involved in developing corporate underwriting guidelines, and was responsible for accident department business, the acceptance and rating of head office accident referral business, and review of fire and accident insurances for large account customers. During this time, Max developed GRE’s concept of Managed Fund Schemes and Retro Plans for Workers Compensation, Liability and Motor insurance, and contributed to general product development.
In 1973, Max was appointed Manager for Victoria, responsible for the management of general insurance operations in the State. Some 10 years later, Max was awarded the position of Assistant General Manager (Underwriting), encompassing underwriting policy and strategy, and leadership of the group management team responsible for marketing, product management, reinsurance, claims, loss reserving policy, risk control and survey service in Australia, Papua New Guinea and the Solomon Islands.
Since 1988, Max has operated as an independent consultant in general insurance matters, including insurance portfolio analysis, underwriting and claims procedures review, product review, design of new policy wordings, and claims preparation. Max retired as a Director on the Board of the Victorian Managed Insurance Authority in 2006, after an appointment of some 13 years. He was a consultant to the Victorian Department of Treasury & Finance during the liability insurance crisis, and was awarded the Commonwealth of Australia Centenary Medal for ‘Service to the insurance industry’ in May 2003.
Max continues to work in general insurance product innovation and development as a consultant to LMI Group.
Kevin Le Plastrier
Kevin was admitted to practice as a Barrister and Solicitor in 1970, and spent the next 16 years in private legal practice and at the bar, specialising in dispute resolution.
In 1986 he spent nine months working with Commercial Union Insurance in London, and following his return to Australia in 1987, joined the National Mutual Life Association, where shortly after he became head of the insurance departments Legal Division, managing a team about 15 lawyers. In 1995 National Mutual was acquired by AXA France and ultimately became an ASX listed Company, with Kevin taking the role of General Counsel and Company Secretary.
During this period, he was directly responsible at various times for:
- The management and resolution of major insurance claims the responsibility for which was retained by National Mutual, and most of which involved working with the London insurance market.
- All of the normal compliance, governance and disclosure obligations for an ASX listed Company,
- Development of corporate governance principles and procedures including the development of the Company’s Group Compliance program.
- The design and management of AXA’s group insurance program, including presentations to the London market.
Kevin left AXA in 2002 and spent some time as a Consultant in the litigation and insurance division of Mallesons Stephen Jaques (now King and Wood Mallesons).
In 2003, he joined Aon Risk Services to manage the team responsible for placement of Directors & Officers and Professional Indemnity Insurance for large corporate clients, and the management of complex financial line claims, including for National Australia Bank, ANZ Banking Group and Computershare Ltd.
In early 2008, he left Aon to establish an insurance product development and major claims management consultancy, which was conducted successfully for over four years. During this period, he managed the successful resolution of a number of very significant and complex property, business interruption and product liability claims for Wesfarmers, Nufarm, and other private clients. In addition, Aon continued to engage him in the drafting of its broker developed policy wordings, including a number of the Aon Vertex suite of products.
However, in 2012 he returned to Aon to establish and manage a new technical function responsible for the development and oversight of Aon’s entire product suite, which included the management of the Technical Team, ultimately made up of 13 staff nationally. During this period, he retained direct hands-on responsibility for the development and oversight of wordings for Aon’s clients, which included the upgrade of the Aon Vertex ISR wording.
In 2019, Kevin joined with LMI Group as a senior technical consultant to provide technical advice and policy drafting.
Michael Rodriguez-Manning
An environmental compliance officer at Arizona State University for 10 years. Responsible for manifesting hazardous materials for disposal as well as regulatory inspections and emergency response plans. Developed safety action plans and implemented mitigation strategies to reduce risks.
A hazmat supervisor before moving to Australia from the United States, was responsible for programs such as hazardous waste generators, underground storage tanks and business plans. Michael was in charge of planning and administration of the division.
Susan Rodriguez-Manning
Education
Adler University 2012 – 2018
Doctor of Psychology in Clinical Psychology: Emphasis in Substance Abuse Chicago, IL
American Psychological Association (APA) Accredited Program
Deakin University 2010 – 2011
Graduate Diploma of Psychology Burwood, VIC
Deakin University 2007– 2010
Bachelor of Applied Science in Psychology Burwood, VIC
Supervised Clinical Experience
Southwest Behavioral and Health Services (APA Accredited Internship Site) 09/2017- 09/2018
Doctoral Level Intern Phoenix, AZ
Primary Supervisor: Laurie Cessna-Fisher, Psy.D.
Total Hours: 2,000
- Worked an average of 40 hours a week in an outpatient community mental health center with a focus on adult substance abuse and general mental health care.
- Managed an average caseload of 60 clients.
- Provided individual, group, and crisis services to consumers seeking medication assisted
treatment (MAT) for opioid dependence.
- Conducted Initial Engagement Sessions with all new clients.
- Developed Service Plans and Safety Support Plans with all clients.
- Participated in and worked as part of a multidisciplinary care team to ensure clients’
needs were met, including coordination of care with other agencies/providers.
- Practiced Client-Directed care, where the client’s theory of change was honored.
- Participated in individual and group supervision, colloquia, and other training
opportunities.
- Provided weekend assessment coverage at the Crisis Recovery Unit, psychiatric inpatient facility.
- Provided individual therapy to clients who were on county or state probation and were required to received pre-trial and/or post-conviction services.
Chicago Women’s Health Center 07/2016 – 06/2017
Doctoral Level Advanced Therapy Extern Chicago, IL Primary Supervisor: Pam Niesluchowski, Psy.D.
Total Hours: 838.5
- Provided weekly individual outpatient therapy for cisgender female, male-to-female transgender, and female-to-male transgender clients to address challenges related to complex trauma, self-injurious behavior, pain management, depression, anxiety, bipolar disorder and issues related to oppression including, gender oppression, racism, classism and homophobia within a community health center.
- Conducted weekly in-person and phone intake assessments.
- Conceptualized from a biopsychosocial framework with particular emphasis on Feminist and Person-Centered Therapy.
- Provided therapy over the phone to clients when they are unable to attend therapy in person due to illness or financial constraints.
- Participated in monthly didactic training on Feminist and Person-Centered Therapy, options counseling for pregnant women, transgender health, treatment termination, and case management.
Haymarket Center 07/2015 – 06/2016
Doctoral Level Therapy Extern Chicago, IL
Primary Supervisor: Kristina McGillis Shulman, Psy.D.
Total Hours: 859
- Provided individual therapy for adult clients to address challenges related to internalized guilt and shame, complex trauma, self-injurious behavior, pain management, homelessness, substance abuse, depression, anxiety, bipolar disorder and psychosis within an inpatient/outpatient drug and alcohol rehabilitation facility.
- Conducted psychological screenings and psychiatric referrals weekly.
- Co-facilitated two weekly therapy groups with dual diagnosis populations, focusing on healthy boundaries, relationships, and fostering treatment success.
- Conceptualized from a biopsychosocial framework with particular emphasis on Psychodynamic and Cognitive-Behavioral Therapy.
Will County Health Department 08/2014 – 09/2015
Behavioral Health Division, Child & Adolescent Joliet, IL
Doctoral Level Diagnostic Extern
Primary Supervisor: C. Leslie Cox, Psy.D.
Total Hours: 903
- Conducted psychological evaluations for children and adolescents in a county health department behavioral health facility.
- Administered psychological measures to children and adolescents to assess their cognitive, behavioral, and socio-emotional functioning.
- Conducted diagnostic interviews with clients referred for evaluation.
- Interpreted, conceptualized, and wrote comprehensive reports based off clinical interviews, test data, behavioral observation, and collateral information.
- Consulted with supervisors regarding diagnostic impressions, interpretations, recommendations, and professional development.
- Discussed results and recommendations with clients and other relevant parties.
Professional Experience
LMI Group Camberwell, VIC
Director of People and Culture 11/2018 – Present
- Create and maintain a respectful and responsive workplace culture that integrates LMI Group’s values.
- Develop, maintain and implement HR policies, systems, infrastructure, and processes that deliver the strategic objectives of LMI Group.
- Help to implement and provide a framework for grievances and complaints and promote collaborative employee relations across LMI Group.
- Identify opportunities for appropriate work life balance and flexibility to enhance an equitable and fair workplace.
- Oversee the internal reporting and analysis of the LMI Group’s organisational performance framework.
- Help to ensure that LMI Group operates within the framework of Federal and State legislation.
LMI Group 12/2006 – 08/2012
Industry Analyst Camberwell, VIC
- Conducted research analyzing financial trends in 500 industries.
- Conducted research analyzing sentencing trends in insurance law cases.
- Participated in progress and problem solving meetings
Teaching Experience
Adler University 01/2015 – 04/2015;
Teaching Assistant 01/2016 – 04/2016 Course: Statistics Chicago, IL
Instructor: Peter Ji, Ph.D.
- Assisted students on the operation of the SPSS program.
- Helped students to run SPSS equations, and transfer SPSS tables into excel and word.
- Assisted students in the writing of APA style reports.
- Assisted in the interpretation of T-test, ANOVA, repeated measures ANOVA, correlation, regression, chi-square, and criterion validity analysis procedures.
- Provided feedback on assignments.
- Delivered one-on-one tutoring to students that required additional help.
Research Activities
Adler University 12/2015 – 09/2018
Doctoral Dissertation Chicago, IL
Dissertation Chair:Peter Ji, Ph.D.
Topic:Client Demographic Factors, Failed Urinalysis, and Treatment Completion at a Substance Abuse Treatment Facility.
Deakin University 03/2010 – 10/2010
Graduate Diploma of Psychology Thesis Burwood, VIC
Thesis Advisor: Stewart Adam, Ph.D.
Advertising: Young Driver Perception and Risky Driver Behaviour.
Leadership & community Service Experience
Mansfield Charitable Trust 03/2018 – Present
Founding Trustee Melbourne, VIC
- Assisting in the ethical treatment and funding of the Amal Mulia Orphanage and School and the Berdiri Conservation Trust in Sumatra, Indonesia.
Sexual and Gender Equality Coalition (SGEC) Student Organization 03/2013 – 01/2015
Founder and President Chicago, IL
- Coordinated and presented a lecture on intimate partner violence within the LGBTQ population.
- Prepared, facilitated, and led discussions on LGBTQ lifespan, LGBTQ microaggressions in the counseling realm, rape and sexual abuse, and biphobia.
- Facilitated didactic educational groups to educate fellow peers on topics pertaining to sexual and gender variance as well as increase self-awareness towards sexual and gender variance.
The Adlerian Parenting Group
Parent Educator 06/2014 – 08/2014
Course Instructor: Leigh Johnson-Migalski, Psy.D. Chicago, IL
Total hours: 24
- Facilitated group discussions on Adlerian parenting styles for parents and teachers.
- Completed education training on topics including parenting styles, effective communication, children’s goals of misbehavior and redirection, natural and logical consequences, and encouragement.
- Received supervision throughout the parent education process from the course instructor.
The Survivor Network of Those Abused by Priests 01/2013 – 06/2013
Community Service Extern Chicago, IL
Primary Supervisor: Barbara Blaine
Total hours: 550
- Answered phone calls from individuals who have been sexually assaulted by priests and helped by providing them with a list of resources.
- Responded to phone calls and emails from concerned individuals who wanted to know the offender status of new priests coming to their organization.
- Researched local and countrywide statics on clergy sexual assault.
- Wrote to local congressmen in support for the proposed bill to remove the statue of limitations on child sexual assault.
- Updated and monitored the organization’s donor database.
- Processed all check, cash and credit card donations, and sent out thank you letters to all donors.
International Student Volunteers 10/2009 – 12/2009
Student Volunteer Costa Rica
- Cultivated various produce items to assist local farmers.
- Performed maintenance operations in the rural area of San Cristobal Norte, including construction of a soccer field, planting trees, painting murals, paving paths, building roads, and building food stores.
- Taught English to local children within an elementary school setting.
Publications
Manning, A., & Rodriguez-Manning, S.V. (2018). Lessons learned: Chicago. Melbourne, VIC: MOM.
Exams
National Psychology Exam – Passed 11/2019
Professional Presentations
Manning, A., & Rodriguez-Manning, S.V. (2019) Lessons Learned: Chicago. Exploring the Psychological Side of Insurance. Talk presented at the Northern Territory Insurance Conference, Darwin, NT, Australia.
Rodriguez-Manning, S.V. (2018). Barriers Faced by Formally Incarcerated Individuals. Talk and didactic simulation presented at the Southwest Behavioral and Health Services Cultural Competency Workshop, Phoenix, AZ, United States of America.
Rodriguez-Manning, S.V. (2018). “The Case of John” Formal Case Study Presentation. Talk presented at the Southwest Behavioral and Health Services Didactics Group, Phoenix, AZ, United States of America.
Rodriguez-Manning, S.V. (2018). “The Case of Jane” Case Study Presentation. Talk presented at the Southwest Behavioral and Health Services CCE Group, Phoenix, AZ, United States of America.
Manning, S.V. (2016). The Pharmacokinetics and Pharmacodynamics of Alprazolam Use and Abuse. Talk presented at the Haymarket Center Didactics Group, Chicago, IL, United States of America.
Manning, S.V. (2015). Recognizing the Signs and Symptoms of Secondary Trauma and How It Occurs. Talk presented at the Loss Management International Group Conference, Melbourne, VIC, Australia.
Manning, S.V. (2013). Clergy Perpetrated Child Sex Abuse in the United States. Video and poster presented at the Adler University Community Engagement Symposium, Chicago, IL, United States of America.
Manning, S.V. (2012). Recognizing the Signs and Symptoms of PTSD and Suicidal Ideations Following a Natural Disaster. Talk presented at the Loss Management International Group Conference, Melbourne, VIC, Australia.
Professional Memberships and Associations
- The Psychology Board of Australia – Provisional Registration 05/2019 – 05/2020
- American Psychological Association (APA) – Full Member 03/2019 – 12/2019
- American Psychological Association (APA) – Student Member 11/2012 – 12/2017
email:susan@lmigroup.com
Emily Uka
PROFESSIONAL QUALIFICATIONS
Bachelor of Commerce – Accounting
Chartered Accountant
Masters in Fraud and Financial Crime – October 2020 – Present
Emily joined LMI Group in 2021 after 10 years working as a taxation and business services accountant.
PROFESSIONAL EXPERIENCE
Working in boutique firms, Emily managed a portfolio of clients ranging from high net wealth individuals to large tax consolidated groups. Working closely with business owners and other stakeholders has provided invaluable experience in the compliance and advisory space.
As a qualified Chartered Accountant, Emily’s previous role as a senior accountant exposed her to all aspects of business services, including management reporting, budgeting, forecasting and restructures.
With a keen interest in forensic accounting, Emily commenced her Masters of Fraud and Financial Crime in 2020.
New South Wales
Steve Smith
PROFESSIONAL QUALIFICATIONS
Senior Associate of the Australian & New Zealand Institute of Insurance & Finance
Associate of the Australasian Institute of Chartered Loss Adjusters
Fellow, International Institute of Claims Professionals
PROFESSIONAL EXPERIENCE
Steve has over 40 years’ experience, working initially for some of Australia’s leading insurers, handling commercial, worker’s compensation, public liability, household and motor vehicle claims. Steve later successfully managed a State Claims team.
In the late 80’s, Steve branched out and developed his loss adjusting skills and has, over the years, managed both commercial and domestic claims for major insurers and self-insured government departments and large complex businesses.
In addition, Steve has built a reputation in providing expert guidance for individuals, brokers & lawyers to assist in the resolution of disputed claims. In one of his more unique appointments, Steve was engaged by the New Zealand Earthquake Commission to resolve several complex claims arising from landslips on the North Island of New Zealand.
Steve joined LMI Group in early 2006, providing loss management and claims preparation services initially to the Sydney metropolitan and NSW country regions. Over recent years Steve has worked throughout Australia on matters from natural disasters (Queensland Floods, various cyclones, Victorian bushfires) to one off material damage and business interruption claims.
Steve has assisted commercial clients with claims, where the quantum has exceeded $100 million.
Appointed in 2012 as LMI’s National Claims Manager, Steve lead a competent and specialist team of claims practitioners operating in all Australian states.
In 2019 Steve has been appointed to a new technical role within the LMI Group, Technical Claims Director, which will still focus on assisting commercial clients preparing material damage and business interruption claims together with mentoring of new and existing staff.
Revell Weightman
PROFESSIONAL QUALIFICATIONS
Bachelor of Commerce (Hons)
Chartered Accountant (SA)
Fellow, International Institute of Claims Professionals
PROFESSIONAL EXPERIENCE
Revell commenced his accounting career in 1999 with Ernst & Young. His responsibilities involved the audit of the various companies, planning and supervision of audit staff, preparation of tax returns and divisional leader in charge of a forensic audit team for the Department of Education.
In 2002, Revell moved to the UK and joined a project team designated to establish a shared service centre for TUI UK, one of the largest travel companies in the world. The project spanned 5 years and included the transfer of all accounting functions of Lunn Poly travel agency, Thomson Holidays, Britannia Airways and Specialist Holiday Group into a newly established finance centre utilizing Oracle accounting systems.
In 2007 Revell was offered the role of Finance Project Manager with Erinaceous Pty Ltd, undertaking due diligence reviews on proposed new acquisitions for the board of directors, and charged with the responsibility of reviewing and streamlining the accounting function in newly acquired businesses.
In 2008, TUI Travel Plc engaged Revell as their Finance Project Manager, managing the team for the merger of TUI UK Ltd and First Choice Holidays Ltd to become the largest tour operator in Europe.
Since joining LMI Group in 2010, Revell has managed large and complex losses involving major property, business interruption including advanced consequential loss, fidelity, construction and liability throughout Australia. Assignments have been prepared across differing industries including, mining, retail, property, hospitality and manufacturing.
He also has experience in catastrophe response, having managed significant claims following 2011 Christchurch earthquake and 2011 Queensland floods and various cyclones, including Cyclone Yasi (2011), Marcia (2015) and Debbie (2017).
Revell also undertakes business interruption sum insured reviews, advising clients and brokers on insurance coverage requirements and provides training on business interruption insurance. He also provides expert witness reports determining quantum issues for LMI Legal.
Sharron Walker
PROFESSIONAL EXPERIENCE
With an insurance career across the UK and Australia, and working for some of the world’s largest organisations, Sharron joined LMI Group in 2005 bringing her experience in Technical Underwriting, Claims and Compliance.
Sharron leads a team of highly experienced product researchers Australia-wide, managing relationships and products within Australia and overseas. With her proven track record in product management, Process Improvement and delivery, Sharron is an integral member of the LMI Management team.
Caroline Stevens
PROFESSIONAL QUALIFICATIONS
Bachelor of Arts (Hons)
Chartered Management Accountant (ACMA)
PROFESSIONAL EXPERIENCE
Caroline joined LMI Group in March 2014 after 12 years of working in Commerce across the travel, telecommunications, gaming and construction industries. Caroline brings valuable analytical and commercial experience to the LMI Group.
Caroline started her career working in the travel industry in the UK for TUI Travel, the largest travel company in the world. After four years within the industry, she gained invaluable experience in management accounting, management reporting, forecasting, budgeting and process improvement. Whilst also developing skills in business partnering, team management, change management and the Oracle accounting system.
After becoming an Accredited Chartered Management Accountant in 2007, Caroline pursued her career in the telecommunications industry working for Orange in London as an Investment Optimisation Analyst and Group Finance Manager, developing new skills in sales analysis and reporting, competitor and market analysis together with KPI reporting.
Before migrating to Australia, Caroline carried out a contracting role in London for six months in the gaming industry for Sportech Plc as the E-Gaming Finance Manager where she developed further financial modelling skills and initiated strategic reviews to facilitate management decisions on the online operations.
Since arriving in Australia in 2010, Caroline worked in the construction industry for Leighton Contractors as a Finance Manager and Commercial Manager supporting the General Managers of the Services Division providing a wealth of finance support. Further experience was obtained in project accounting, joint venture management and strategic reviews for the division and group.
As an Accredited Chartered Management Accountant, Caroline holds all the necessary skills and attributes to be a valuable member of the LMI Group Forensic Accounting team.
David Bleasdale
PROFESSIONAL QUALIFICATIONS
Degree Economics & Business Finance (Honours)
Fellow, Institute of Chartered Accountants
PROFESSIONAL EXPERIENCE
David commenced his accounting career in 1980 with Coopers & Lybrand in their London office. He qualified as a member of the Institute of Chartered Accountants in England and Wales in 1983 and transferred to the Sydney Office in 1984.
After returning to London in 1987 David left Coopers & Lybrand to join BAT Industries PLc in their London Head Office. After a year with BAT Industries, which included helping defend a takeover bid, David decided that life with the sun and beaches in Sydney was preferable to the London winters and returned to Sydney in 1990 where he commenced his career with the ASX listed Howard Smith Limited group a diversified Industrial group involved in the Shipping Industry, Port Towage, Coal Mining , Industrial Products Distribution and Stevedoring. He became Group Financial Controller at Howard Smith Ltd then following Howard Smith’s acquisition of the BBC Hardware chain of retail hardware stores from Burns Philp a series of management changes saw him move to the Howard Smith subsidiary Company J. Blackwood & Son Ltd as General Manager Finance. David spent 6 years with Blackwoods which is Australia’s largest distributor of Industrial Products and Engineering Supplies through a national network of over 200 branches. He assisted with profit reporting for multiple divisions, growth through acquisition and in business systems improvement and implementations.
When Howard Smith was taken over by the Wesfarmers Group in 2001 David changed industries and moved as CFO to Kyocera Document Solutions, a subsidiary of the Global Japanese Kyocera Corporation who are experts in technologies involving fine ceramics silicon chipsets and related products. He moved from CFO to Chief Operating Officer responsible for sales administration , logistics and supply chain and technical service operations as well as Finance and Accounting . In this role he helped Kyocera to implement effective supply chain operations, install best in class business intelligence reporting systems and to win and manage major state and federal Government supply contracts. As COO he was responsible for managing multiple business risks including cover for property damage and industrial risks.
Joining LMI Group in 2017 David is part of the Forensic accounting team in assisting customers with business interruption and consequential loss claims. His multi industry experience across a range of management areas and his depth of accounting knowledge allows him to understand LMI Group customers in any industry and assist their businesses to survive and recover from a disruption in trading by ensuring full compensation for revenue and profits lost.
Geoffrey Keen
PROFESSIONAL QUALIFICATIONS
Tier 2 General Insurance Compliance (RG146)
PROFESSIONAL EXPERIENCE
Geoffrey started his insurance career at the General Insurance division at one of Australia’s largest banks. He has since been employed by the LMI Group under the mentorship of our Technical Claims Director Steve Smith, developing his skills to become a full-fledged loss adjuster and claims practitioner in his own right.
In 2022, Geoffrey aims to add to his skills, experience, and qualifications, eventually working towards a Diploma in Insurance.
Canberra
Georg Froeschl
PROFESSIONAL QUALIFICATIONS
Graduate Diploma of Insurance
Diploma of Financial Services (Loss Adjusting)
Fellow, Australian Institute of Chartered Loss Adjuster
Fellow, Australian & New Zealand Institute of Insurance & Finance
Fellow, International Institute of Claims Professionals
Advanced Certificate in Insurance
PROFESSIONAL EXPERIENCE
With over 35 years of experience in Claims Management, Georg is a Chartered Loss Adjuster and Graduate of Deakin University.
Georg quickly relates and adapts to individual requirements through effective planning and lateral thinking. He is well organised, resourceful and focused on achieving strong outcomes for clients.
He enjoys working with organisations and individuals who value commitment to success, smart business development and strategic thinking.
Starting his career in 1985 and working in senior roles for various insurers Georg moved over to Loss Adjusting in 1994 with several international firms. With cross sector experience (including government and private sector clients) Georg developed a sound understanding of the way that client organisations operate and the outcomes that will achieve the best results within contract, legislative and code of conduct frameworks.
Assignments include major loss and managing case work and logistics though numerous catastrophe events across Australia and New Zealand.
Joining LMI in 2014 Georg has adapted these strengths in delivering Claims Preparation and Advocacy services to LMI clients wherever required and responsibility for the ACT and south-east NSW region.
Queensland
Carl Greenhalgh
PROFESSIONAL QUALIFICATIONS
Diploma of Business (Loss Adjusting)
Diploma of Insurance Broking
Fellow, International Federation of Adjusting Associations
Fellow, Institute of Insurance Claims Professionals
Fellow, Australian & New Zealand Institute of Insurance & Finance
Fellow, Australasian Institute of Chartered Loss Adjusters
Associate Member of the Business Continuity Institute
PROFESSIONAL EXPERIENCE
Carl’s insurance career commenced in 1997 with the role of insurance/private investigator. He joined GAB Robins in January 1998, in time for a brief secondment to Townsville, assessing flood claims. During that time, he assessed total loss home and contents claims where, in many instances, the house and land had washed out to sea.
Returning to Brisbane, Carl continued his career path in loss adjusting, where he ultimately became part of the Major Loss Services (“MLS”) division of GAB Robins performing assessments on major loss and/or complex property and business interruption claims throughout Queensland, New South Wales and Victoria.
Drawing on his knowledge of the industry and its products, Carl embarked on a secondary business venture in 2005 that culminated in the commissioning of a lead referral web-based platform for placement of general insurance products. This system was developed as a mechanism to raise funds for State school chaplains. In 2009, Carl left GAB Robins to implement his own business as an authority for school chaplain employment.
Since joining LMI Group in 2010, Carl has prepared numerous multimillion dollar material damage and business interruption claims and has been called upon to make presentations to broking groups and has facilitated workshops on the ISR Mark IV as well as other Business Interruption insurance policies. Carl also undertakes business interruption sum insured reviews and is part of LMI’s eServices’ development team.
Following the embedding of numerous Business Continuity programmes and the undertaking many post-loss Crisis Management assignments Carl has more recently been involved in the refinement and updating of LMI’s Business Continuity eService, namely ContinuityCoach. This is an on-line tool used for the Development of Enterprise Risk and Business Continuity Programmes.
Carl has held many positions within LMI Group and is currently employed as the Group’s Chief Operating Officer. In this position Carl is responsible for providing vision and guidance to the leadership and management teams. With a strong emphasis on the implementation of operational controls, administrative and reporting procedures to support the effective growth of the Group ensuring its financial strength and operating efficiency.
Murray Rowley
PROFESSIONAL QUALIFICATIONS
Bachelor of Commerce from University of Queensland
Fellow of the Institute of Chartered Accountants in Australia
Fellow of the Australian Society of Accountants
Fellow, International Institute of Claims Professionals
Fellow of the Chartered Institute of Loss Adjusters
President of the Chartered Institute of Loss Adjusters – Australasian Division From 1978 – 1979
Senior Associate of the Australian and New Zealand Institute of Insurance and Finance
President of the Insurance Institute of Queensland in 1988
PROFESSIONAL EXPERIENCE
Originally worked for a Brisbane firm of Chartered Accountants which became part of the internationally known KPMG.
Up until recently worked for over 35 years with Cunningham Lindsey (GAB Robins), International Loss Adjusters and involved with the accounting and adjusting professions as well as the aviation industry.
Internationally recognised for the handling of major property and Business Interruption claims particularly in the mining, energy and downstream processing industries.
Has adjusted claims for the past decades for major mining groups including BHP Billiton, Rio Tinto (formerly CRA), Xstrata, Anglo American and Peabody Energy. Major mining and minerals processing claims handled in all states of Australia as well as Indonesia, Papua New Guinea, South East Asia, Utah and California in USA, Colombia, Brazil, Peru and Chile in South America
Over past 6 years has been heavily involved in reviewing quantum of Business Interruption claims arising from flooded open pits in coal mines within the Queensland Bowen Basin
Wide experience in measuring quantum of economic losses arising from the failure of large items of heavy equipment used for removal of overburden in open cut mines including draglines, shovels and excavators. Handled the claim involving the collapse of the boom on a Marion 8900 Dragline at Thiess Dampier Mitui’s mine at Moura in Central Queensland which occurred in November 1979. Other dragline claims included ones handled at Saraji Mine, South Walker Mine in Queensland and Bulga Coal Mine in Hunter Valley NSW.
Vast experience with regard to the adjustment of underground coal mine claims particularly those involved with longwall equipment. Most recent large underground loss handled related to the underground explosion at Blakefield South mine in the Hunter Valley NSW.
Strong emphasis on a pro-active approach to loss mitigation of business interruption losses with some spectacular results.
Has developed specialist spreadsheet models for tracking Business Interruption claims, particularly claims with special emphasis on forensic type reviews of production and financial accounts.
Involved with the giving of expert accounting evidence in respect of economic loss matters subject to court litigation for both insurance claims and non insurance cases. Appointed to act in the role of independent expert (arbitrator) in respect of disputed Business Interruption claims.
Has delivered numerous technical papers to various adjusting, accounting and insurance industry bodies within Australia and overseas during the past 35 years with special emphasis on measurement of quantum of business interruption (economic losses).
As a licensed pilot with command instrument and twin engine ratings, and approximately 5,000 logged hours, regularly flies his own aircraft to mining related claims throughout Australia.
Shirley Shi
PROFESSIONAL QUALIFICATIONS
Bachelor of Commerce – Accounting
Certified Practicing Accountant
Fellow, International Institute of Claims Professionals
Senior Associate, ANZIIF CIP
Affiliate, Australasian Institute of Chartered Loss Adjusters
PROFESSIONAL EXPERIENCE
As a qualified CPA, Shirley began her accounting career at Peter Tsang & Lee and has since progressed to becoming an experienced forensic accountant, with particular knowledge and experience in business interruption.
Shirley’s career experience includes working for a large logistics company and also a division of the Wolters Kluwer Group, a medical books publishing company, along the way.
Shirley’s forensic accounting capabilities have been greatly enriched during her time working for Meridian Global Claims Ltd, where she has performed forensic accounting support in relation to large mining claims.
Shirley is also fluent in Mandarin
Alison Parks
Alison has been working in the insurance industry since 2004 and joined the LMI Group team in November 2011. Alison gained her insurance experience in two brokerages and an underwriting agency
in Brisbane, and then brought her combined insurance and project management skills to the LMI PolicyComparison team as a Researcher/Projects Co-ordinator.
Alison now leads the LMI College team of driven and passionate experts, trainers and designers, investing in building knowledge and educating people in the insurance industry.
Alison combines her project management expertise and strong customer focus to our fast-growing College; continuing to provide quality training and a personal, friendly service to employers and students.
Email:alison.parks@lmicollege.edu.au
Office:Brisbane
Northern Territory
Jeroen Furstner
PROFESSIONAL QUALIFICATIONS
Fellow, Australasian Institute of Chartered Loss Adjusters
Fellow, Australian and New Zealand Institute of Insurance & Finance
Associate Diploma, Loss Adjusting
Diploma of Insurance
Diploma Risk Management
PROFESSIONAL EXPERIENCE
Jeroen has over 30 years of experience in the Insurance Industry, commencing his Career in Adelaide in 1988 with Norwich Winterthur.
Jeroen relocated to Darwin in 1996 and shortly after Joined Territory Assessing Services as a Loss Adjuster. He worked with them through their various entities – Freemans, MYI Freemans and Cerno, during which time he started up a branch of the office in in Alice Springs and went on to become NT Manager of Cerno in 2011.
In 2012 Jeroen left Cerno to become Assessing, Manager at TIO, in 205 he was awarded Claims Provider of the year at the TIO NT Insurance Conference.
He subsequently went on to other senior roles within TIO/Allianz Including Distribution Manager and most recently Acting State Manager for Broker & Agency, before finally leaving TIO/Allianz in 2017 to start up the NT Branch of the LMI Group.
Over the past 20 years he has traveled extensively throughout the NT, adjusting all classes of claims including catastrophic cyclone and flood losses for remote communities, large commercial and residential fire losses, Liability inquiries and undertaking Insurance Risk Surveys.
Jeroen’s has built up strong relationships throughout the NT and is highly respected within the industry for his local knowledge, integrity and commitment to providing Insurance services to his clients.
Tasmania
Gary Price
PROFESSIONAL QUALIFICATIONS
Fellow of Australasian Institute of Chartered Loss Adjusters
Senior Associate of Australian and New Zealand Institute of Insurance and Finance
Certified Insurance Professional
Associate of Institute of Arbitrators and Mediators Australia
Justice of the Peace (NSW)
PROFESSIONAL EXPERIENCE
Sydney born, Gary has worked in both city and regional environments in NSW, Queensland and in PNG holding various insurance company positions from claims clerk to state manager. His insurance career spans a number of years. Conscripted into the army he qualified as a land surveyor but chose to return to insurance where he worked for some years.
In seeking a change, Gary took time out for two years to own and very successfully run a country pub. Following this venture Gary became general manager and held the license for a brokerage for a number of years. Ever chasing challenges he purchased and developed virgin acreage to farm status, installed fencing and other improvements, designed and owner built a home and became involved in genetic engineering around the breeding of cashmere. A people person with a high sense of social justice Gary also spent time as the President of the local Chamber of Commerce.
Over time Gary has renovated a number of properties encountering and overcoming many challenges, all of which provides Gary with great insight into the building industry. A passion for food saw Gary attend Sydney’s prestige cooking school where he qualified with distinction as a chef. In his “spare time” Gary also has a passion for travelling around Australia on his BMW motor bike.
A trained mediator Gary believes this additional knowledge is invaluable in handling the stressful situations many clients find themselves in. In addition to his accumulated life skills Gary holds examination qualifications as an insurance professional and chartered loss adjuster, is a JP and held a full LPIA (Licensed Private Inquiry Agent) license for many years until changes in legislation in 2006.
A loss adjuster for over 24 years, Gary’s broad range of experiences, coupled with his intimate knowledge of business and industry, has seen him achieve a premier reputation of being able to proficiently handle complex and delicate matters that require that “extra special” attention.
South Australia
Georg Froeschl
PROFESSIONAL QUALIFICATIONS
Graduate Diploma of Insurance
Diploma of Financial Services (Loss Adjusting)
Fellow, Australian Institute of Chartered Loss Adjuster
Fellow, Australian & New Zealand Institute of Insurance & Finance
Fellow, International Institute of Claims Professionals
Advanced Certificate in Insurance
PROFESSIONAL EXPERIENCE
With over 35 years of experience in Claims Management, Georg is a Chartered Loss Adjuster and Graduate of Deakin University.
Georg quickly relates and adapts to individual requirements through effective planning and lateral thinking. He is well organised, resourceful and focused on achieving strong outcomes for clients.
He enjoys working with organisations and individuals who value commitment to success, smart business development and strategic thinking.
Starting his career in 1985 and working in senior roles for various insurers Georg moved over to Loss Adjusting in 1994 with several international firms. With cross sector experience (including government and private sector clients) Georg developed a sound understanding of the way that client organisations operate and the outcomes that will achieve the best results within contract, legislative and code of conduct frameworks.
Assignments include major loss and managing case work and logistics though numerous catastrophe events across Australia and New Zealand.
Joining LMI in 2014 Georg has adapted these strengths in delivering Claims Preparation and Advocacy services to LMI clients wherever required and responsibility for the ACT and south-east NSW region.
Erik Kroon
PROFESSIONAL QUALIFICATIONS
Master of Business Administration
Bachelor of Commerce (Accounting)
Fellow, Institute of Public Accountants
Fellow, Australian & New Zealand Institute of Insurance & Finance
Fellow, Australasian Institute of Chartered Loss Adjusters
Fellow, Chartered Institute of Loss Adjusters (UK)
Fellow, International Institute of Claims Professionals
Associate Fellow, Australian Institute of Management
FUEDI European Loss Adjusting Expert
PROFESSIONAL EXPERIENCE
Erik commenced his loss adjusting career in 1971, providing some 40 years experience in the industry.
After 10 years of loss adjusting with A Kiewit Experts, The Netherlands (now part of Crawford & Co), Erik moved to Australia in 1981, becoming a partner with MBS Loss Adjusters in Adelaide. Following the takeover of the company by GAB Robins, he continued with the organisation in the capacity of Assistant Manager.
In 1992, working with other partners, he formed Freemans Adelaide, performing the dual role of Senior Loss Adjuster & Managing Director for the next 7 years.
In 1999 Erik was offered the position of Executive Technical Adviser at Crawford & Co, Indonesia. As part of the role, he trained and supervised local loss adjusters and was responsible for the handling of larger and more complex commercial and business interruption losses.
Erik joined LMI Group in early 2007 and now heads the South Australian/Northern Territory division. His previous experience working in Indonesia has been of tremendous value in establishing LMI Group’s Indonesian operation. Erik brings his extensive experience in loss adjusting and management to LMI Group.
Western Australia
Ian Sjoberg
PROFESSIONAL QUALIFICATIONS
Associate of the Chartered Insurance Institute
Associate of the Insurance Institute of South Africa
Fellow of the Institute of Loss Adjusters South Africa
Professional Loss Adjuster ILASA
Fellow, International Institute of Claims Professionals
PROFESSIONAL EXPERIENCE
Ian joined the insurance industry in 1972 with the Pearl Insurance Company. He remained with insurance companies until 1986 when he started Loss Adjusting. During this period he also had a 4 year stint with Minets Insurance Brokers as a Senior Broker. From 1997 he ran his own Loss Adjusting business until moving to Australia in 2016.
During his career, Ian was the President of the Insurance Institute of the Eastern Cape and served on this committee for 26 years, more recently, as treasurer. He also did numerous terms as Regional Chairman of the Institute of Loss Adjusters Eastern Cape and was involved with this committee for 22 years.
He is an Associate member of the Chartered Insurance Institute and has 5 subjects towards his Fellowship. At one stage he decided to study law and has 4 subjects towards a Bcom before family life interrupted his studies. In 2014 Ian was awarded the status of Professional Loss Adjuster by the Institute of Loss Adjusters of South Africa.
Being a general adjuster over the years, Ian can tackle most classes of business but his specialities are Contract Works, Business Interruption, Liabilities and Machinery breakdown
Ian joined LMI in March 2016 and operates as the State Manager for the Perth branch, specialising in claims preparation and catastrophe claims handling to LMI clients in the area.
New Zealand
Tony Howie
PROFESSIONAL QUALIFICATIONS
Graduate Diploma in Business Studies (Insurance Management)
Fellow, Australian & New Zealand Institute of Insurance & Finance
Fellow, International Institute of Claims Professionals
PROFESSIONAL EXPERIENCE
Tony’s insurance career commenced in the late 1970s, with Royal Insurance (Auckland). Since that time, he has worked in various roles with internationally recognised insurers. He joined LMI Group’s New Zealand operations in June 2010 in the dual roles of Business Development Manager and National Claims Executive.
Tony’s expansive 30 years in insurance has seen him in underwriting, claims management and executive management roles. During the 1980s he was engaged as a Senior Claims Officer by Commercial Union, managing technical and commercial claims. In 1992, he moved to Royal & Sun Alliance, where he undertook the role of Account Underwriter. In this capacity he built excellent relationships with intermediaries, culminating in his promotion to a Branch Manager position. As Branch Manager, he oversaw all functions of the branch and developed a comprehensive training module on workers compensation that was presented to staff and businesses throughout the Northland region.
In 2000, Tony joined AMP’s business insurance division as Assistant Sales Manager. He developed and facilitated staff training and provided tutoring, technical advice and support for business risk consultants and operations staff, as well as the Sales Manager. With the benefit of his exemplary training skills, all staff achieved certification that enabled them to sell risk and investment products.
Three years later, Ansvar Insurance offered Tony the position of Business Development Manager and, shortly thereafter, he was invited to join the executive team as National Claims Manager. In this role he organised and facilitated risk management seminars throughout New Zealand, and his expert claims management skills resulted in large corporate clients transferring their insurance products to his team.
In past years, Tony’s passion for insurance has led him into roles such as Vice President of the Wellington branch of the then Insurance Institute of New Zealand (now the Australian & New Zealand Institute of Insurance & Finance), Chairman of the Wellington District Committee of the Insurance Institute of New Zealand, and business interruption tutor for the Insurance Institute of New Zealand. From 2005 to early 2010, Tony was a member of the Insurance Council of New Zealand’s Personal Lines Committee. He is currently a member of the New Zealand Insurance Law Association.
Felicity Howie
PROFESSIONAL QUALIFICATIONS
Senior Associate, Australian & New Zealand Institute of Insurance & Finance
Associate, International Institute of Claims Professionals
PROFESSIONAL EXPERIENCE
Felicity’s extensive experience in the insurance industry has seen her involved in many varied aspects of insurance, from underwriting and claims handling, to broking and workers compensation.
While starting her insurance career in 1982 as an underwriting officer in Royal Insurance’s Auckland office, Felicity later moved into the realm of claims management. From 1983 to 1984, was engaged as a claims officer with Jardine Wrightson Insurance Brokers Ltd, based in Auckland, dealing with claims for major accounts and liaising with clients, brokers and insurers to ensure timely and accurate settlement of claims. In 1984, she was offered a similar role with National Insurance in Auckland, handling commercial and corporate claims.
Taking time off to raise a family, Felicity resumed her career in 1991 with State Insurance as an insurance services officer. This position utilised her diverse skills in sales and underwriting of small to medium-sized businesses, and managing commercial claims.
In 1995, Felicity accepted the position of account executive with BG Brokers in Wellington. In this role, Felicity built excellent relationships with clients, providing insurance advice and placing insurances to best advantage her clients. She oversaw claims resolution and acted as Manager in the Directors’ absence.
Felicity entered the workers compensation field in 1999 with Ahlers & Associates (now ACM Ahlers). As this was a new line of insurance for the company, Felicity was responsible for establishing all related processes, including those necessary for efficient claims handling. Felicity’s proficiency in marketing and client relations saw her obtain a significantly larger portfolio of workers compensation business than any other local broker. She also wrote a series of newsletters to assist clients in remaining up-to-date regarding changes to New Zealand’s Accident Compensation Act.
2000 saw Felicity join AON New Zealand, progressing to the position of Senior Account Manager, where she managed a portfolio of large corporate accounts, drafted policy and reinsurance wordings, and acted as mentor to the support staff in her team.
Felicity moved to Jardine Lloyd Thompson (now JLT) in 2006, in the role of Account Manager, overseeing a portfolio of large corporate and local government accounts, which involved undertaking contract reviews and tender documents, and comparing policy wordings.
Felicity joined LMI Group in 2010, adding her claims and underwriting expertise to our ever-growing claims team. In the aftermath of the devastating Christchurch earthquake in early 2011, her skills and knowledge of insurance have been invaluable to LMI Group’s New Zealand operations.
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