Important Documents
We want to ensure you have access to all the essential information about how we operate, what is required from you, your rights and responsibilities, and the standards we uphold as your insurance broker.
These documents outline the framework of our professional relationship and contain important details that help protect your interests. We encourage you to review them carefully, particularly before purchasing or renewing insurance policies.
Understanding the information in these documents will help you make informed decisions about your insurance arrangements and to know what to expect from our services.
We are here to help you navigate your insurance needs with confidence and clarity. If you have any questions about any of these documents, or need clarification on how they apply to your circumstances, please do not hesitate to contact us.
- Letter of Engagement
The terms under which we provide our insurance services to you, information and advice that you must be aware of, understand or consider, and things to do when you engage with us
- Your Duty of Disclosure
Applicable to non-consumer insurance policies that are generally commercial insurance policies for business related insurance
- Your Duty to Not Make a Misrepresentation
Applicable to consumer insurance policies including but not limited to Home & Contents, Landlords, Residential Strata, Motor Vehicle, Pleasure Craft, Accident &/or Sickness and Travel insurance
- Informed Consent for Retail Products
Legislation requires us to obtain your informed consent to us receiving commission when we arrange retail insurance products (policies) for you
- Insurance Brokers Code of Practice
The standards of conduct you can expect from us
- Financial Services Guide
More about our relationship with you and others
- Privacy Policy
We respect the privacy of your personal information and our privacy policy sets out how we collect, store, use and disclose your personal information
- Target Market Determination (TMD)
Explains for whom and for what purpose a policy is intended
- Complaints and Disputes
What to do and who to contact if you have a complaint or dispute