Lockton Advisory works with mutuals to produce comprehensive (re)insurance solutions designed to protect the long-term interests of the mutual and their members.

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Mutuals and Captives

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Long term solutions with trusted partners

    Lockton Advisory works with Mutuals to produce comprehensive (re)insurance solutions, designed to protect the long-term interests of the mutual and their members.

    Lockton Advisory supports captive clients by offering a broad approach to innovative captive solutions, helping organisations of all sizes navigate complex global risks. Lockton Advisory helps clients identify and quantify the risks they face and mitigates these with tailor-made (re)insurance solutions.

    Expertise

    The team prides itself on understanding the increasingly complex needs of both mutual and captives where understanding local practice and protocol is essential.

    Corporate governance and regulation are constantly shifting and the nature of the marketplace is extremely dynamic. Our clients benefit from a team of specialists who have a high degree of individuality, provide strategic insight, have unique problem-solving skills and unrivalled transactional excellence. The team have worked on a broad spectrum of mutuals and captives with the main themes of organisations listed below:

    • Corporate clients

    • Professional associations

    • Not-for-profit groups

    • Education sector

    • Sporting associations

    • Industry association

    Key Contacts

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    John Philipsz

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

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    Russell Hails

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

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    Max Garratt

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

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    Adrian Chappel

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

    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

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    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.

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