Financial Services Guide

4 weeks ago

Melbourne, Australia Dunk Insurance Full time

The financial services in this guide are offered by:

J.D.I. (Young) Pty Limited T/as Dunk Insurance

ABN: 23 079 458 914

Phone: (02) 6382 7447

This Financial Services Guide (FSG) outlines the services we offer, helping you decide if you wish to use them. It includes details on:

• How we and others are compensated

• Any potential conflicts of interest

• Dispute resolution procedures

• Why we may not be fully independent, impartial, or unbiased

Our Services and Remuneration

Independence Disclosure:

We may receive commissions, fees, gifts, or other benefits from product issuers. Additionally, we have associations with some insurance product providers. This impacts our impartiality as defined by section 923A of the Corporations Act. More details are in this FSG.

Further Information for Personal Advice:

When offering personal advice, we’ll provide additional information, possibly in a Statement of Advice (SOA), covering our advice basis, remuneration, and relevant associations.

Product Disclosure Statement (PDS):

If we arrange insurance for you, we’ll provide a Product Disclosure Statement with details to help you make an informed decision.

Terms of This FSG

• Effective Date: 29 June 2023 (valid until replaced)

• Contact Methods: You can reach us via post, phone, fax, or email (details on page 1).

Responsibility for Financial Services:

J.D.I. (Young) Pty Ltd T/as Dunk Insurance holds an Australian Financial Services License (No: 306396) and is responsible for the services offered.

Our Financial Services and Tailored Advice

We provide general insurance advice and can arrange general insurance products for retail and wholesale clients. For personal advice, we may require details of your financial situation, goals, and needs. If you do not provide this information, our advice may not fully align with your requirements.

Commercial Contractual Liability:

Some contracts may affect your insurance coverage. We recommend legal review before accepting such clauses.

Privacy and Record-Keeping

We maintain records of your profile and transactions. Our privacy policy, available on request or at www.dunkinsurance.com.au, ensures the security of your information. You may view your file at any time by request.

Fees and Commissions

• Service Payment: Premiums charged by insurers include taxes, charges, and levies. We receive a commission from insurers based on your premium (0-30%).

• Additional Fees: Fees, if applicable, are shown on your invoice.

• Trust Account Interest: We retain interest earned on premiums held in our trust account.

Our Steadfast Association

As a Steadfast Network Broker, we have access to exclusive services and support. Steadfast also receives fees from insurers to access this network, which may indirectly benefit us.

Complaints Process

If you have a complaint, please contact us directly. If unresolved within five days, reach out to John Dunk or James Dunk at (02) 6382 7447, or submit your complaint in writing. If necessary, complaints can be escalated to the Australian Financial Complaints Authority (AFCA) at:

Client Compensation Arrangements

J.D.I. (Young) Pty Ltd T/as Dunk Insurance has a Professional Indemnity Insurance policy covering us and our employees against client claims in line with section 912B of the Corporations Act.

Any Questions?

For any further information on our financial services, please contact us. Retain this document for future reference.

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