COMPLIANCE
Important documents.
These documents explain how we provide our services, protect your privacy and meet our regulatory obligations. They are available to review online or download for your records.
Available compliance documents
Financial Services Guide
Explains the services we provide, how we are paid and how to contact us if you have a complaint.
Read documentDownload PDFPrivacy Policy
How we collect, use, store and protect your personal information.
Read documentInsurance Brokers Code of Practice
Our commitment to the professional standards set by the Insurance Brokers Code of Practice 2022.
Read documentInsurance Service Agreement
Outlines the broking services we provide and the basis on which we work with our clients.
Read documentFamily Violence, Supporting Vulnerable Customers and Financial Hardship Policy
How we support clients experiencing family violence, vulnerability or financial hardship.
Read document