
Sonia Lopes
I help financial organisations complete legal, compliance and risk managament projects. I am an accomplished superannuation and life insurance... | Zurich Financial Services Australia, Sydney, Australia
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Sonia Lopes’s Emails [email protected]
Sonia Lopes’s Phone Numbers No phone number available.
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Sonia Lopes’s Location Zurich Financial Services Australia, Sydney, Australia
Sonia Lopes’s Expertise I help financial organisations complete legal, compliance and risk managament projects. I am an accomplished superannuation and life insurance lawyer with over 16 years experience. I have assisted organisations with legal projects such as re-drafting PDSs, combining policy documents and PDSs, negotiating, advising on and revising group policies, contract reviews, obtaining RSE Licences and assisting with AFCA complaint resolution. I also assist with compliance and risk projects such as revising and updating compliance policies and standards, updating compliance controls, drafting operational risk procedures, implementing APRA prudential standards, developing compliance frameworks and developing risk and compliance business guides. I am particularly passionate about plain langauge, inlcuding plain legal langauge. I conduct plain langauge and modern business writing workshops to assist teams to write effectively. I assist financial organisations to explain complex insurance and superannuation concepts in easy-to-understand language for member communications, product disclosure documents and policies in order to help meet plain language requirements of the Life and General Insurance codes, and clear concise and effective requirements of the Corporations Act.
Sonia Lopes’s Current Industry Sonia Lopes
Sonia
Lopes’s Prior Industry
Corrs Chambers Westgarth
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Clayton Utz
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Anz Wealth
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Sonia Lopes
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Work Experience

Sonia Lopes
Legal & Governance Consultant (ANZ Wealth, Zurich, Allianz, Colonial First State)
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Anz Wealth
Independent Consultant; Senior Lawyer (Life and general insurance)
Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Clayton Utz
Director, Senior Associate, Lawyer (Superannuation and life insurance)
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Corrs Chambers Westgarth
Lawyer; Paralegal
Mon Jan 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)