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Ipsure Pty Ltd is a Corporate Authorised Representative of Synchronised Business Services Pty Ltd.
ABN 33 007 207 650
AFS Licence No: 243313
Financial Services Guide
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WELCOME TO IPSURE
Why IPSURE
Ipsure Pty Ltd. [ ABN 68 082 715 651 ], is PRIVATELY OWNED
and has no ownership by any Large Institution or
Accountancy Group. It can provide assistance to you with a full range of Financial & Insurance
Services, and its representatives will only
recommend a product or service after considering its suitability for your individual
needs, objectives and financial circumstances.
Mission Statement
To develop Ipsure as a Privately owned group that will provide our
clients with quality innovative financial products at a reasonable cost
OUR VISION
To be the most professional financial advisory service within the Financial Services
Industry.
OUR AIM
To work as a group to assist our clients to achieve their financial goals, and to
provide our clients with a standard of service which is second to none.
OUR QUEST
To expand Ipsure Financial Services Group into a profitable business based on first
class service to our clients, quality innovative products, and professional ethics
while remaining as a close family unit and assisting our staff to develop their
potential through teamwork and continuing education.
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The Ipsure Group Provides You With
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an Adviser 24 Hours a day
Multiple Insurance Companies
Multiple Investment Companies
Quality Products & Services
A Quarterly Newsletter
The Most Appropiate Advice
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Estate Planning
Financial Planning
Insurance Planning
Investment Planning
Finance Planning
Retirement Planning
Superannuation Planning
Wealth Creation
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Who is IPSURE & How Will We Help You
Ipsure commenced operations in September 1993, with a goal to provide the best Insurance
& Investment advice to all consumers. The Principal, Mark A. Harris, entered the Insurance
Industry with the AMP Society in May 1985, and remained with the AMP Society until 1993.
During this period he became a fully Accredited Life Insurance, Investment & Superannuation
Adviser. The Insurance Industry was changing and Mark saw the need to change with it. You,
the consumer, were demanding the most appropiate advice. This could not be achieved by
staying as a Tied Agent with the AMP Society.
Ipsure was created in an attempt to provide clients with a choice between the Traditional
method of purchasing Insurance Products or a fresh new approach, which would provide them
with only the products that they need.
During our first interview, we conduct a CLIENT PROFILER. This provides us with a picture
of your present Insurance & Investment PORTFOLIO. The information collected in this interview
is then collated and a FINANCIAL NEEDS ANALYSIS is then prepared. This Analysis is then
presented to you during our second interview. This Analysis will provide you with a list
of recommendations, which you can either act upon or ignore. It will also provide you with
a choice of products and companies based on the information that you have provided in our
first interview.
Should you decided to act on any of our recommendations and utilise our services to meet
your requirements we will then complete the required forms and submit them to the company
you have chosen. Upon their acceptance we will then arrange another interview with you to
answer any questions or concerns that you may have. We will then arrange a suitable time
frame to review your Insurance & Investment program.
Who is Responsible for the Advice Given?
How will you pay for IPSURE's Services?
Code of Ethics
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