The Lockton Advisory team has multi-decade experience in advising (re)insurance industry participants and insurance-dependent corporates with critical strategic advice and capital optimisation. Services include; capital optimisation and fungibility, capital raising, bespoke risk transfer products, M&A advisory, start-up advisory, portfolio optimisation and legacy liability solutions.

— PRODUCTS AND SERVICES

Capital & Strategic Advisory

Contact Us

Helping clients define, create, extract and realise value

    The Lockton Advisory team has multi-decade experience in advising (re)insurance industry participants and insurance-dependent corporates with critical strategic advice and capital optimisation. Services include: capital optimisation & fungibility, capital raising, bespoke risk transfer products, M&A advisory, start-up advisory, portfolio optimisation and legacy liability solutions.

    Expertise

    The team is market-leading on all aspects of capital raising and advisory services across a broad spectrum of clients, including:

    • (Re)insurance companies

    • Corporate clients

    • Mutual insurance companies

    • Government agencies / entities

    • Hedge funds

    • Start-ups

    • Insurtechs

    Key Contacts

    Placeholder image

    John Philipsz

    Chief Executive Officer, Lockton Advisory
    john.philipsz@lockton.com
    +61 476 265 752

    Placeholder image

    Russell Hails

    Partner
    russell.hails@lockton.com
    +61 472 501 065

    Placeholder image

    Max Garratt

    Partner
    max.garratt@lockton.com
    +61 467 838 166

    Placeholder image

    Adrian Chappel

    Manager
    adrian.chappel@lockton.com
    +61 448 060 194

    General Inquiries

    Get in touch

    info.au@lockton.com

    We're here to help

    We bring creative thinking and an entrepreneurial spirit to the insurance business and are uniquely positioned to help you succeed.

    Talk to our team

    Latest news and insights

    An increasing number of construction companies are turning to modular construction to take advantage of potential efficiencies and cost savings. However, insurers do have some concerns about this technology that need to be addressed to ensure there is appropriate insurance cover in place for such projects. Addressing insurer concerns regarding modular construction

    Addressing insurer concerns regarding modular construction

    article
    An increasing number of construction companies are turning to modular construction to take advantage of potential efficiencies and cost savings. However, insurers do have some concerns about this technology that need to be addressed to ensure there is appropri ...
    Read moreAddressing insurer concerns regarding modular construction

    Optus Network Outage Senate Inquiry: key insights and practical actions to take

    Following the recent Senate Inquiry into the nationwide outage experienced by Optus in November 2023, critical risk-based insights emerged. These bear practical significance for organisations across a diverse range of industries. These insights underscore the importance of cultivating robust systems, refining communication strategies and embracing concrete safeguards to pre-empt and mitigate the impact of similar incidents in the future. Following the recent Senate Inquiry into the nationwide outage experienced by Optus in November 2023, critical risk-based insights emerged. These bear practical significance for organisations across a diverse range of industries. These insights underscore the importance of cultivating robust systems, refining communication strategies and embracing concrete safeguards to pre-empt and mitigate the impact of similar incidents in the future.

    Vinh Ngo named a rising star by Insurance Business

    Lockton Australia Client Director, Vinh Ngo, has been named a “rising star” by Insurance Business. The annual list shines a spotlight on passionate, young insurance professionals committed to hitting milestones for themselves and their clients and colleagues. Lockton Australia Client Director, Vinh Ngo, has been named a “rising star” by Insurance Business. The annual list shines a spotlight on passionate, young insurance professionals committed to hitting milestones for themselves and their clients and colleagues.

    The public liability dilemma facing the aged care sector

    Aged care providers’ public liability insurance policies are increasingly at risk from financial recovery by workers’ compensation insurers nationwide. Recovery claims are being made against providers with a particular inter-entity structure that creates a loophole for such claims tobe allowed. Recovery claims are also being made against providers as host employers of injured labour hire staff.Aged care providers’ public liability insurance policies are increasingly at risk from financial recovery by workers’ compensation insurers nationwide. Recovery claims are being made against providers with a particular inter-entity structure that creates a loophole for such claims tobe allowed. Recovery claims are also being made against providers as host employers of injured labour hire staff.
    See all news and insights

    With a global footprint of over 100 offices, there’s sure to be one near you.

    Find an office
    *100+ Lockton offices and partner offices worldwide
    Lockton blue globe