Financial Services Guide
Our Partnership Terms
We are obliged to provide you with a Financial Services Guide (FSG), which contains information about our services and charges, your rights as a client and other things you need to know in relation to insurance matters, including how any complaints you may have will be dealt with.
We trust it will assist you in deciding whether to use our services. If you ask us to act as your general insurance broker, or we already are, we will do so on the terms set out in this Guide. By requesting our services, you accept these terms. If there is any change to these terms, we will confirm it to you in writing. This FSG records the basis of our relationship.
Associated Framework Documentation
Letter of Appointment
This comprehensive operational outline explicitly details the precise terms, operational scope, and structured conditions of our professional appointment as your designated general insurance broker.
Risk Analysis
An exploratory discovery questionnaire structured specifically to allow our consulting professionals to thoroughly assess, analyze, and diagnose your liabilities and asset protection objectives.
Statements of Advice (SOA) or Further Information Regarding our Advice (FIRA)
Formalized written summaries capturing our tailored broker advice and strategic insights. These regulatory documents fully record the programmatic basis of our recommendations while maintaining complete transparency by disclosing exact structural remuneration, service commissions, and corporate affiliations.
Product Disclosure Statements (PDS)
Prepared directly by the respective underwriting insurance product issuers, these statutory folders contain clear information to assist you in evaluating features and coverage definitions prior to asset procurement.
Confirmation Notices
Official transactional documentation is issued to definitively confirm and record the complete details of coverage placements or modifications executed on your behalf.
If you need more information or have any questions, please feel free to telephone us at 1300 739 861.