About

Overview

This interactive workshop is designed to equip strata assistants with the fundamental financial knowledge needed to transition to Level 1. Participants will gain practical insights into budgeting, financial statements, OC certificates, legislative requirements, and strata insurance. Through real-world case studies, attendees will develop the confidence to handle financial matters effectively in their role.

Key Learning Outcomes

• Understand the basics of budgeting and financial statements
• Learn how to interpret Owners Corporation (OC) certificates and comply with legislative requirements
• Gain essential knowledge on strata insurance and risk management
• Apply financial decision-making skills through case study discussions

Presenters
Julie McLean, Life Member SCA (Vic)
Gino Marinaro, Business Development Manager & Senior Strata Manager, Melcorp Strata

In-the-Room Subject Matter Experts
Steve Nicholls, Client Director - Strata Division, Kelly + Partners
Richard Keyte, Senior Business Development & Partnership Manager, Urbanise
Rupert Murray-Arthur, Financial Services Operations Manager, MaxSoft
Scott Allen, General Manager, Strata Insurance

Who Should Attend?

This workshop is ideal for strata assistants looking to advance to Level 1 and build a strong financial foundation in strata management.

Why Attend?

• Learn practical financial skills essential for career progression
• Get expert guidance from industry professionals
• Engage in interactive discussions and real-world scenarios

CPD: 3

Location

The Manningham Hotel & Club
1 Thompsons Road, Bulleen VIC 3105

Contact Event Organiser