Webinar – Beyond the loan: Recognising broader customer needs while staying compliant

Virtual Event
Wednesday 8 October
Presentation: 2:00pm - 3:00pm
Complimentary for members Free
Included in your MFAA membership$0 (incl gst)
CPD 1
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Join Ryker Capital for a practical session that will give you the tools to recognise when customer needs extend beyond the loan and how to respond in a way that adds value while staying compliant. As more customers look for conversations that link their lending decisions to overall financial wellbeing, you’ll learn how to identify opportunities, know when a referral is appropriate and safeguard both your role and your customer’s interests.

Key learnings:

Identify customer triggers that signal broader financial needs

Understand the boundary between credit advice and financial advice

Gain insights into current market trends shaping customer expectations

Apply case study lessons to enhance outcomes and build lasting relationships

 

Meet our speakers

Jack Oineza

Financial Planning Specialist, Ryker Capital

Jack is an Executive Financial Adviser with expertise in superannuation, insurance, retirement planning and wealth strategies. He brings practical insights on how brokers can recognise customer needs beyond the loan and partner effectively with financial planners to deliver stronger outcomes.

Jack is an Executive Financial Adviser with expertise in superannuation, insurance, retirement planning and wealth strategies. He brings practical insights on how brokers can recognise customer needs...

Malissa Vourakis

Head of Practice Advice and Growth, Ryker Capital

Malissa leads partnership strategy and growth at Ryker Capital, working with brokers, aggregators and associations nationwide. She specialises in building referral partnerships that help brokers strengthen customer relationships, expand their service offering and create long-term value.

Malissa leads partnership strategy and growth at Ryker Capital, working with brokers, aggregators and associations nationwide. She specialises in building referral partnerships that help brokers stre...
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