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Find us: at www.chatswood.co.nz Click next for a profile Content changes daily. Keep in touch with the only news source dedicated to the New Zealand life insurance industry online.

Chatswood Short Profile For Slideshare And Linked In

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Page 1: Chatswood Short Profile For Slideshare And Linked In

Find us: at www.chatswood.co.nz

Click next for a profile

Content changes daily. Keep in touch with the

only news source dedicated to the New Zealand life insurance

industry online.

Page 2: Chatswood Short Profile For Slideshare And Linked In

For details about the Chatswood Team, our clients, and published

commentary see following slides

We are the only management consultancy specialising is in the marketing and sales challenges of distributing insurance products in New Zealand. How Chatswood Can Help You.

Half our work is made up of syndicated research services covering agency terms, commission rewards, life insurance and medical insurance product pricing. We also conduct a quarterly industry survey. Chatswood Research Services.

The balance of our work is bespoke management consulting around specific sales and marketing objectives. Recent projects include: Recent Achievements and Projects.

Our terms of engagement are flexible and competitive. We cover the requirement for confidentiality and how we charge, work, and report to you. Review Engagement Information.

Page 3: Chatswood Short Profile For Slideshare And Linked In

Russell Hutchinson, MBA, GDipMktg - Russell founded Chatswood Consulting. Russell is experienced at general management level with major financial services firms, and managing director and non-executive director level with distribution firms in New Zealand. Russell is the driving force behind the Chatswood Consulting enterprise.

Kelly Pulham - Since joining the firm in 2009, Kelly has become our Administration Manager. Her attention to detail makes her a real asset especially when we frequently manage a number of projects concurrently.

Frances Hutchinson, BEng - Our database and visual basic expert, Frances provides data analysis skills and supervises the data capture and management work for larger quantitative research projects. Support staff provides database development, data entry, and accounting functions for us on larger projects.

Alan Rafe, MBA - Alan brings almost 25 years of financial services experience in sales and distribution networks for Investment, Insurance and Health products - of which at CEO/MD level working in Asia (Hong Kong and Philippines) for a major US based Insurance Company.

Established in 2000 we are a small, focused group of professionals with specialising in financial services marketing, distribution and training.

We also regularly work with Rob Dowler,

Michael Larsen, and Stephen O’Hanlon and

the team at Inform Holdings Limited

Our team: more details

Page 4: Chatswood Short Profile For Slideshare And Linked In

Industry News – Click to View

Insurance Gender Rating European Court of Justice Ruling 06 March 2011

Will the Christchurch Earthquake affect Life Insurance Premiums? 05 March 2011

Low Advice Channels Disappearing 03 March 2011

Current Status AFA Numbers – IFA Roadshow 03 March 2011

Who Would you Like to Make the Choice? 01 March 2011

Securities Commission Presentation 25 February 2011

QFE Applicants List and Review 24 February 2011

ASB is Scathing about Stats NZ Changes 15 February 2011

Insurance Council Warns of Premium Increases 14 February 2011

Leaving it to last… the Cavalier Approach to Insurance Financial Planners Have

11 February 2011

Comments on Risk Assessment 09 February 2011

Building a Booster Benefit that Make Sense – Indemnifying 08 February 2011

Savings Working Group Recommendations 03 February 2011

Sales Process – Thinking Now Dominated by Six Step and Code, Will Need an Overhaul

31 January 2011

Insuring Natural Disasters – the Lessons to Learn, and Not to Learn

30 January 2011

Forecasting vs Hypothesising in Financial Services 25 January 2011

Formulating Risk Recommendations 20 January 2011

ISO Promotes Registrations – But Inaccurately… 16 January 2011

Page 5: Chatswood Short Profile For Slideshare And Linked In

For a full list of references click here

Accuro Marsh

Allied Kiwi Limited Mercury Energy

American International Assurance Milford Funds Limited

AMP NZ Association of Credit Unions

AON Hewitt NZ Institute of Chartered Accountants

ASB Group NZ Mortgage Brokers Association

Asteron OnePath Limited

AXA New Zealand Professional Advisers Association

CIGNA Sovereign Limited

Crombie Lockwood Tarawera Publishing Limited

Fidelity Life The National Bank of New Zealand

Inform Holdings TOWER New Zealand

Institute of Financial Advisers Triplejump

Investment Savings and Insurance Ass. Trustees Executors Limited

L.J. Hooker

Contact us for details of who to contact at

each client to ask for a reference on the

quality of our work