Compliance

Financial service guide

Click here to download our OIB Financial Services Guide

Click here to download our OLS Financial Services Guide

For more information on our OLS Advisers, please refer to:
Andrew Doak Adviser Profile and Certificate of Authority
Rod McLean  Adviser Profile and Certificate of Authority.

Direct Debit Request – Service Agreement

Click here to download our Direct Debit Request – Service Agreement

Additional Customer Support

Where a customer or a third party requires additional support, Oxley Insurance Brokers provides for the following:

Translating and Interpreting Services

Where practicable, we will provide access to an interpreter if you ask us to, or if we need an interpreter to communicate effectively with you. We will record if an interpreter is used or if there are reasons we are unable to arrange one.
Oxley Insurance Brokers has engage TIS National (Translating and Interpreting Service) to assist our customers or third parties that require additional assistance with language.
To find out more, visit www.tisnational.gov.au or call 1800 131 450 and ask for assistance in your preferred language.

National Relay Service

Where a customer or third party requires contact to be via the National Relay Service (NRS), the following contact details are provided to assist you in contacting us:

For Voice relay users: call 1300 555 727
For TTY relay users: call 133 677
For SMS relay users: call 0423 677 767

Additional Support

Where a customer or third party requires additional support from someone else (for example a lawyer, consumer representative, interpreter or friend), then we will recognise this and allow for it in all reasonable ways and recognise their authority to act as a support person.

Financial advice/counselling

For free, confidential and independent financial advice, customers can contact Financial Counselling Australia. Contact can be made by visiting their website www.financialcounsellingaustralia.org.au  or through contacting the national financial counselling hotline on 1800 007 007.

Dispute Resolution

Oxley Insurance Brokers are committed to efficient, fair, transparent and timely resolution of disputes. We subscribe to the Insurance Brokers Code of Practice. OIB has a detailed internal dispute resolution process in accordance with the guidelines in that Code. As part of our commitment we subscribe to the Australian Financial Complaints Authority, an external dispute resolution service accessible to clients free of charge in the event that they believe a complaint has not been satisfactorily dealt with by us.

If you have any complaints about our services to you, please contact:

BY POST:

Mr Grant Richmond
Compliance Officer
Oxley Insurance Brokers Pty Limited

PO Box 426
PORT MACQUARIE NSW 2444

BY PHONE:
(02) 6588-7600

BY EMAIL TO:
Grant Richmond

 

If your complaint cannot be resolved to your satisfaction within 45 business days, you have the right to refer the matter to the Australian Financial Complaints Authority (AFCA), please contact:

BY POST:
Australian Financial Complaints Authority (AFCA)

GPO Box 3
MELBOURNE VIC 3001

BY PHONE:
Toll Free: 1800 931 678

BY EMAIL:
info@afca.org.au

A complaint form is also available at the AFCA website www.afca.org.au

If you require further information about any of these procedures please contact our office during business hours.

 

Oxley Insurance Brokers Pty Limited

ABN:  84 234 892 156

AFS Licence:  240561

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