Client Service
Our aspirations
We aspire to be trusted advisors to our clients, and for our clients to be advocates for us.
Our success is measured through our clients - through the confidence and trust they have in us, in our advice and opinions and through the success they achieve because of contributions we make.
We hold ourselves accountable to our principles by reporting regularly to our staff and actively seeking feedback from our clients on our performance.
Quality and independence
Our professional advice is of outstanding technical quality, communicated clearly to its recipient and free from any bias or interest.
The Institute of Actuaries of Australia’s Code of Conduct sets the minimum standard for our actuarial advice and the principles we follow for non-actuarial advice.
Our Senior Actuary oversees policies and practices for accepting new clients and projects, technical and peer review and avoidance of conflicts.
We have an Australian Financial Services Licence No 286324 - To provide financial product advice for:
i) general insurance products; and
ii) securities; to wholesale clients.