TPD claims continue to evolve as court decisions, AFCA determinations and changing claims practices shape the way practitioners approach disputes. Get up to speed on the latest TPD case law and AFCA developments, examine the critical issues surrounding procedural fairness, reconsiderations, constructive declines and the decision of when and where to litigate, and take a closer look at the growing use of transferable skills assessments. Gain practical insights into the legal and strategic issues affecting TPD claims in 2027 and strengthen your approach to achieving better outcomes for clients. 

Presenters

William Johns, Managing Director, Health & Finance Integrated
Founder of HFI, William is a pioneer in the areas of disability and illness personal finance. Uniquely, William combined extremely rare insight being dually qualified. He is a disability expert and has been recognised as an emerging leader by the Australian Government; and a highly skilled and qualified Certified Financial Planning and has been awarded Australia’s highest achievements by the Financial Planning Association of Australia. Using his skills he has helped hundreds of Australians move forward with certainty in highly stressful situations. In order to deliver such outcomes, the person’s situation is examined thoroughly including how our services could be delivered in an accessible way. Areas of specialisation: Transition planning Medical retirement planning Taxation (Insurance claims, Special Disability Trust) Public and Community Housing Eligibility Insurance claims Centrelink related matters including disability pensions Superannuation related incapacity matters Special Disability Trusts Private client support including estate administration and project management of complex affairs Planning for future needs including trustee support Executive coaching and support William has particular interest in neurological and movement disorders, autoimmune diseases, and illnesses or disabilities that result in cognitive challenges. He is a lead adviser and has featured for MS Australia, Parkinson’s Victoria, Autism Advisory and many more. As a carer for someone he loves and adores that lives with MS, he understands how a strong family fabric means no one is forgotten in the planning process. William is the adviser of choice for people with disabilities, their families. However he will not make you feel different. Qualifications Master in Disability Studies (Flinders Uni. School of Medicine) Bachelor in Business (Applied Finance & Financial Planning) Certified Financial Planner (Deaken University & FPA) Self-Managed Superannuation Fund Specialist (Kaplan) Certificate IV in Credit & Lending National Awards Financial Planning Association’s Future2 Community Award Winner (NSW) 2014 Emerging Leader (Finalist) National Disability Award 2014 (Federal) NSW Parliament Commendation in recognition for service to the Autism (ASD) Community 2014 Financial Planning Association’s Best Practice Award Winner 2012 (NSW) Certified Financial Planner Category & Nationally Highly Commended in this category Money Management Magazine Financial Planner of the Year (runner up) 2012 Association of Financial Advisers Excellence in Education Award Nationally Highly Commended 2012 Money Management Magazine Financial Planner of the Year (finalist) 2011.

David Coorey, Special Counsel, Carroll and O’Dea Lawyers
David Coorey is special counsel working in Carroll & O’Dea Lawyers Parramatta office, servicing Western Sydney and beyond. David has more than 20 years’ experience as a solicitor working predominantly in the area of consumer law (financial services) at Legal Aid NSW, as well as litigation experience (Freehills) and more recently as a decision maker (Ombudsman) at Australian Financial Complaints Authority. David is committed to achieving fair outcomes for clients who often face great challenges in successfully navigating the legal system. David has specialist experience in banking and insurance law. This includes life insurance disputes including Total and Permanent Disability (TPD) and income protection.

Craig Parrish, Principal Lawyer – National Litigation Leader Superannuation and Insurance, Maurice Blackburn Lawyers
Craig Parrish is a Principal Lawyer at Maurice Blackburn Lawyers and leads the firm’s Superannuation & Insurance litigation practice across NSW and South Australia. Craig and his team act for plaintiffs in a broad range of insurance, professional negligence, financial advice and consumer law disputes. With a degree in psychology and past experience in mental health law, he is particularly passionate about cases which raise questions about how the law interacts with mental health and disability. Craig enjoys engaging with lawyers, financial counsellors and consumer advocacy groups about emerging issues and trends in insurance and consumer law.


Colin Purdy, Barrister, Coram Chambers
Colin has a long background in insurance law, firstly as a solicitor and, more recently, at the NSW Bar. Life insurance is a key area of his practice, particularly Total & Permanent Disablement (TPD) and Income Protection claims. TPD has been a growth area in recent years and he has appeared in many of the reported first instance and appellate decisions, eg Chapman v United Super, Erzurumlu v Kellogg, Hannover Life v Dargan, Maund v FSS Trustee and Hellessey v MetLife (trial and appeal). Colin also practises extensively in personal injury and common law as well as building and construction and commercial litigation.