Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Gather information for hearings of disputes

1.1 Collect information relevant to decision by contacting the person, relevant parties and the treating doctor where relevant and consider any new information provided

1.2 Obtain additional information from relevant parties as required and provide to stakeholders

1.3 Clearly and promptly advise all parties affected by the decision of their review rights in accordance with legislative requirements

2. Brief representatives for hearing

2.1 Collate all relevant and required information into organised files

2.2 Provide a clear and thorough verbal and/or written briefing of information collected and available on file

2.3 Outline and discuss any potential problems or issues that may impact on the case

2.4 Provide support at formal or informal conciliation and review hearings following organisational guidelines, where required

3. Follow up on outcomes

3.1 Process all forms and collate documentation in required timelines

3.2 Clearly and promptly notify relevant parties about outcomes

3.3 Accurately update records and file according to organisational guidelines

3.4 Follow up on required actions emanating from the conciliation or review hearings

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.2, 2.1, 3.1

• Interprets and analyses documentation from a variety of sources

Writing

1.1-1.3, 2.2, 3.1-3.4

• Creates a range of formal and informal texts following organisational procedures and protocols
• Uses specific information and language appropriate to audience and purpose

Oral Communication

1.1-1.3, 2.2, 2.3, 2.4, 3.2

• Participates in verbal exchanges using active listening and questioning to confirm understanding
• Clearly and effectively presents detailed information using language, tone and pace appropriate to audience and purpose

Numeracy

1.1, 1.2, 3.3

• Performs calculations to achieve required outcomes

Navigate the world of work

1.3, 2.1-2.4

• Operates according to relevant regulations, legislation and organisational protocols

Get the work done

1.1-1.3, 2.1-2.4, 3.1-3.4

• Organises, plans and sequences work activities to research, prepare and present information
• Employs problem solving processes to resolve issues
• Uses a range of digitally based technologies to access, extract and share relevant information in order to achieve required outcomes

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

FNSPIM413 Assist with preparations for conciliation and review hearings

FNSPIM402A Represent personal management agent or insurer at conciliation and review hearings

Unit split in two- FNSPIM413 and FNSPIM503.

This unit focuses on ‘assisting’.

No equivalent unit

Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 1.0.