Financial Product Advice - Insurance
Insurance Advice - AFSL
Last updated: 16 Oct. 2025
This bundle provides guidance for licensees to outline expectations of financial advisers when providing life risk insurance advice.
This resource may assist financial advice businesses looking for practical life insurance advice compliance documentation, including a personal risk insurance advice policy, insurance replacement checklist and insurance commission consent resources.
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 |
| Insurance Consent - FAQs - AFSL | 1.0 | FAQs | 16 Oct. 2025 |