Current playbook index title and category plus an internally authored detailed-guide draft
Initiative-specific development wave
How this draft was developed
These sources support general principles for member development, checking professional authority, truthful representations and referral to official help; they do not constitute Rotary International, ASIC, Ahpra, ACCC or Legal Services Commission endorsement of the named Professional Advice Clinics initiative, any provider or this locally designed delivery model.
Primary references consulted
Deliver Continued Value(Rotary International) Used for: Rotary encourages clubs to offer mentoring, leadership development, skill-building and opportunities to make professional connections.; The guidance distinguishes member-development opportunities from any endorsement of a particular professional service.
Financial Advisers Register(Australian Securities and Investments Commission - Moneysmart) Used for: People providing personal advice on investments, superannuation and life insurance must appear on the Financial Advisers Register.; The register records qualifications, training and the products an adviser can advise on, while the register itself is not an endorsement.
About Registration(Australian Health Practitioner Regulation Agency) Used for: Ahpra provides a public register for checking whether a health practitioner is qualified, registered and currently registered.; Registration may include conditions or undertakings that affect a practitioner's permitted practice and must be checked.
False or Misleading Claims(Australian Competition and Consumer Commission) Used for: Claims about products or services should be true, accurate and based on reasonable grounds.; Information conveyed verbally, in writing, on websites, social media or through testimonials can create a misleading impression.
Legal Services Commission of South Australia(Legal Services Commission of South Australia) Used for: The Commission provides an official pathway to free legal advice and legal-help services in South Australia.; A club can refer a participant seeking individual legal help to an established service rather than handling the matter in a group clinic.
Candidate District material
No candidate local guide was used for this version. The current initiative identity and the attributed primary references remain separate.
Theme 2 source-assurance wave
What has been checked
5 current primary pages used by this guide were reopened on 9 August 2026.
10 attributed source claim(s) were mapped to their bounded use in this initiative.
Candidate District material remains separate and does not establish this result.
See each source's scope and limit
Deliver Continued Value Supports: The 49 attributed Theme 2 claims attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping. Does not establish: That the initiative is endorsed by Rotary International or District 9510, that it is permitted by the club's governing documents, that members want it, that it suits the local club, or that it will achieve the intended outcome.
Financial Advisers Register Supports: The 2 attributed Theme 2 claims attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping. Does not establish: Whether a law, duty, licence, registration, governing rule or regulator requirement applies to this club; whether a person or supplier is suitable; or whether a local design is compliant, authorised or approved.
About Registration Supports: The 2 attributed Theme 2 claims attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping. Does not establish: Whether a law, duty, licence, registration, governing rule or regulator requirement applies to this club; whether a person or supplier is suitable; or whether a local design is compliant, authorised or approved.
False or Misleading Claims Supports: The 2 attributed Theme 2 claims attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping. Does not establish: Whether a law, duty, licence, registration, governing rule or regulator requirement applies to this club; whether a person or supplier is suitable; or whether a local design is compliant, authorised or approved.
Legal Services Commission of South Australia Supports: The 2 attributed Theme 2 claims attached to this source, limited to the implementation elements and supporting documents named in each initiative-level claim mapping. Does not establish: Whether a law, duty, licence, registration, governing rule or regulator requirement applies to this club; whether a person or supplier is suitable; or whether a local design is compliant, authorised or approved.
What still needs a person to confirm
Confirm the member, prospective-member, past-member and community needs, preferences and consent that the local design assumes.
Confirm which privacy, safeguarding, incorporated-association, charity, work health and safety, food, liquor, copyright, licensing, screening and other duties apply to the club and the activity.
Test accessibility, cultural safety, belonging, language and alternative participation routes with affected people and recognise First Nations cultural authority rather than inferring suitability from the guide.
Confirm every local fact, starting point, cost, role, current service contact, measure, stopping condition and platform capability before the club decides to proceed.
Confirm the authority and current scope of each primary source, resolve login-gated or moved-page references and keep any candidate District material attributed and unapproved until its source decision is made.
The source-verification release gate remains closed.
Checks still on hold
This initiative must not proceed without topic-specific governance review and written approval; the title alone is not an authority to run a clinic.
The club must verify every presenter's current registration, licence, authorisation, scope, restrictions, insurance and conflicts from appropriate evidence immediately before delivery.
No personal advice, diagnosis, case review, client relationship, sales activity, data harvesting, referral commission, testimonial or club endorsement is permitted.
Any separate individual service must occur outside the event under the provider's own professional arrangements, informed consent, records, insurance, fees, complaints and regulatory obligations.
Still an internal draft: source interpretation, local suitability, accessibility, governance and editorial approval remain open checks.
Why a club might use this
It helps knowledge, confidence and encouragement move between members instead of resting with a few people.
It may suit: Members seeking guidance or a new challenge, and the people offering practical support.
Use it when
Consider Professional Advice Clinics when members want guidance or a next challenge but the available pathways are hard to see.
A clearly defined general-information topic where members would benefit from understanding terms, warning signs, official resources and how to find authorised help.
A presenter whose current registration, licence, authorisation, scope, insurance and conflicts can be independently checked for the topic and jurisdiction.
A one-off pilot with a written scope, no personal case discussion, an approved referral sheet and post-session governance review.
Before the club starts
Written approval from the club's authorised governance body for the exact topic, audience, format, jurisdiction, boundaries, risk controls and whether the initiative should proceed at all.
Independent verification immediately before the event of the presenter's identity, current registration, licence or authorisation, relevant scope, professional indemnity arrangements and any published restrictions.
A presenter agreement stating that the session is general information only, no personal advice or service relationship is created, no selling or data harvesting is allowed and the presenter handles any separate professional service under their own arrangements.
A plain-language participant notice, question-screening process, approved official referral list, privacy and incident plan, accessibility arrangements and a host authorised to stop the session.
Capacity guide
Likely cost
Low; usually limited to coffee, simple materials and coordination time.
Lead time
About three weeks to recruit mentors, map pathways and make the first matches.
People
One coordinator and four to eight mentors, scaled to the number of participating members.
A useful club conversation
Questions worth asking
Could an official public resource or external service meet this need more safely than a club-hosted clinic?
What exact line separates general information from advice that considers a person's circumstances?
How will participants find authorised help without the club recommending, endorsing or feeding clients to one provider?
Common traps
Trying Professional Advice Clinics when Personal financial, legal, health, psychological, migration, tax, employment or other regulated advice delivered under the club's name or in an open group setting.
Proceeding with Professional Advice Clinics when Lead generation, product promotion, client recruitment, member data collection, testimonials, diagnosis, document review, case triage or a club endorsement of any provider.
Sensitive health, financial, legal or personal information is disclosed in registration, chat, questions or follow-up. — Collect no case detail, disable recording and private chat where possible, delete unsolicited material securely and use a documented incident and privacy response.
A practical 90-day path
Three milestones for Professional Advice Clinics
When
What the club does
Evidence to keep
Days 1–30: Agree the local design
Define the member need without collecting personal cases, decide whether an official public resource or external service already meets it and stop if a club-hosted session would create disproportionate risk. Set the exact topic and jurisdiction, list what the session may and may not cover and obtain independent governance review appropriate to the professional area.
A written need, alternatives assessment and proceed-or-stop decision An approved scope, risk controls and advice boundary
Days 31–60: Run and adjust the first version
Verify the proposed presenter's current credentials, authorisation, scope, restrictions, insurance and conflicts using the relevant official register and written evidence—not biography, club membership or reputation. Issue the participant notice in advance, collect only access needs and general topic questions, reject personal case material and provide official help routes for anyone needing individual support.
A dated provider approval check with evidence links and decision An informed audience, screened questions and approved referral sheet
Days 61–90: Review the evidence and decide
Open with the scope and non-endorsement statement, keep questions general, stop personal advice or promotion immediately and give participants the referral sheet rather than exchanging client details. Review complaints, incidents, referrals, claims and data handling; remove any participant information not required and decide whether to stop, redesign or seek further approval before another session.
A bounded information session with any boundary intervention recorded A closed incident and data record plus a formal future decision
Fit it to the club you have
Small club
Prefer an official public webinar, regulator resource or independent community service rather than asking the only local professional to advise fellow members. If a session proceeds, use an external host and the same credential and conflict checks.
Larger club
Separate governance, presenter selection and hosting roles. Cap attendance, pre-screen questions and use several official referral options rather than directing everyone to the presenter.
Regional or rural club
Use authoritative remote services and statewide helplines where local choice is limited. Do not lower credential, scope, privacy or conflict standards because a provider is well known locally.
Metropolitan, hybrid or online club
Disable recording, transcription and private participant-to-presenter messaging; protect the link, moderate chat, avoid personal case posts and provide accessible official referral links after the session.
Learn, adapt and know when to stop
Evidence worth keeping
Provider checks completed from the relevant current official register and evidence source both before engagement and immediately before delivery.
Questions kept within the approved general-information scope, with personal matters redirected rather than answered in the room.
Zero sales contacts, client leads, product promotions, endorsements or participant details transferred through the club.
Change course when
A general session becomes personal professional advice when a participant describes their circumstances. — Pre-screen questions, interrupt case-specific discussion, provide an official referral route and require any later personal service to occur separately under the provider's own professional arrangements.
The club relies on a presenter's title, reputation or membership without confirming current authority and scope. — Check the relevant official register, authorisation, restrictions, scope and insurance before engagement and again immediately before the event; cancel if evidence is missing or unclear.
Members interpret the event as Rotary or club endorsement and become sales leads for the presenter or a related business. — Use a clear non-endorsement statement, prohibit promotion and data capture, provide multiple official referral options and keep participant contacts from the presenter.
How to put it into practice
Detailed implementation steps for Professional Advice Clinics
Step
Action
Suggested owner
Timing
Evidence or output
1
Define the member need without collecting personal cases, decide whether an official public resource or external service already meets it and stop if a club-hosted session would create disproportionate risk.
Club governance lead
Six to eight weeks before a proposed clinic
A written need, alternatives assessment and proceed-or-stop decision
2
Set the exact topic and jurisdiction, list what the session may and may not cover and obtain independent governance review appropriate to the professional area.
Governance lead with external advice where required
Six weeks before the event
An approved scope, risk controls and advice boundary
3
Verify the proposed presenter's current credentials, authorisation, scope, restrictions, insurance and conflicts using the relevant official register and written evidence—not biography, club membership or reputation.
Credential-check delegate
Before engagement and again within 48 hours of the event
A dated provider approval check with evidence links and decision
4
Issue the participant notice in advance, collect only access needs and general topic questions, reject personal case material and provide official help routes for anyone needing individual support.
Clinic coordinator
Two weeks before the event
An informed audience, screened questions and approved referral sheet
5
Open with the scope and non-endorsement statement, keep questions general, stop personal advice or promotion immediately and give participants the referral sheet rather than exchanging client details.
Independent host and presenter
During the session
A bounded information session with any boundary intervention recorded
6
Review complaints, incidents, referrals, claims and data handling; remove any participant information not required and decide whether to stop, redesign or seek further approval before another session.
Club governance body
Within seven days
A closed incident and data record plus a formal future decision
Controls and safeguards
Check the idea with the people affected and confirm its purpose, owner and practical limits before putting it into use.
Protect member choice and privacy, make participation accessible, and do not infer belonging or satisfaction from attendance alone.
A general session becomes personal professional advice when a participant describes their circumstances. — Pre-screen questions, interrupt case-specific discussion, provide an official referral route and require any later personal service to occur separately under the provider's own professional arrangements.
The club relies on a presenter's title, reputation or membership without confirming current authority and scope. — Check the relevant official register, authorisation, restrictions, scope and insurance before engagement and again immediately before the event; cancel if evidence is missing or unclear.
Members interpret the event as Rotary or club endorsement and become sales leads for the presenter or a related business. — Use a clear non-endorsement statement, prohibit promotion and data capture, provide multiple official referral options and keep participant contacts from the presenter.
Sensitive health, financial, legal or personal information is disclosed in registration, chat, questions or follow-up. — Collect no case detail, disable recording and private chat where possible, delete unsolicited material securely and use a documented incident and privacy response.
This initiative must not proceed without topic-specific governance review and written approval; the title alone is not an authority to run a clinic.
The club must verify every presenter's current registration, licence, authorisation, scope, restrictions, insurance and conflicts from appropriate evidence immediately before delivery.
No personal advice, diagnosis, case review, client relationship, sales activity, data harvesting, referral commission, testimonial or club endorsement is permitted.
Any separate individual service must occur outside the event under the provider's own professional arrangements, informed consent, records, insurance, fees, complaints and regulatory obligations.
What to measure
After 90 days, review Professional Advice Clinics. Look for suitable matches, regular check-ins and progress against goals chosen by the participating member.
Provider checks completed from the relevant current official register and evidence source both before engagement and immediately before delivery.
Questions kept within the approved general-information scope, with personal matters redirected rather than answered in the room.
Zero sales contacts, client leads, product promotions, endorsements or participant details transferred through the club.
Complaints, incidents, boundary interventions and privacy concerns reviewed and closed by the authorised governance body.
Follow-up: At the 90-day review, compare the recorded measures with the starting point, resolve the listed governance holds and tell participants whether Professional Advice Clinics will change, continue or stop.
Made for this initiative
Tailored supporting documents
These working documents use the decisions, safeguards and evidence needs of this initiative. Complete them with the people affected and keep the agreed version with the club's project record.
01
Clinic Scope and Provider Approval Check
Require a documented governance and credential decision before the club promotes any professional-information session.
