Under our Australian Financial Services License (AFSL) Phoenix are authorised to provide certain Financial Services. What kinds of Financial Services are we authorised to provide to you and what kind of Financial Product/s do those services relate to?

Phoenix is authorised to advice and deal in General Insurance Products to wholesale and retail clients. We will do this for you as your broker unless we tell you otherwise.

At Phoenix we offer a full suite of general insurance services, including:

• assessing and reviewing your insurance needs.
• arranging renewals.
• full claims management.
• arranging Premium Funding.
• risk management.

Phoenix provides personal advice. You need to provide us with a list of your personal insurance objectives, details of current risks and any other relevant information, for us to be able to offer you the most appropriate advice possible. You have the right not to tell us if you do not wish to. However, if you do not, the advice you receive may not be appropriate to your needs, objectives and financial situation.

Phoenix are not authorised to provide specific advise on Life Insurance products and services but we have many connections and are able to point you to a fully qualified and licensed Life Insurance representative.

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