Financial Product Advice - Insurance

Insurance Advice - AFSL

Last updated: 8 July 2025

This bundle provides guidance for licensees to outline expectations of financial advisers when providing life risk insurance advice.

Included documents

Document Version Type Date
Personal Risk Insurance Advice Policy - AFSL, Wholesale 3.1 Policy 8 July 2025
Insurance Commission Consent Form - AFSL 1.0 Tool 7 May 2025
Insurance Replacement Checklist - AFSL, Wholesale 1.0 Tool 14 June 2019