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Financial Solutions Specialist

3 weeks ago

Melbourne, Victoria, Australia beBeeInsurance Full time $80,000 - $120,000
Our Financial Services

We offer tailored insurance solutions for retail and wholesale clients, ensuring our advice aligns with their unique requirements.

To provide personalized guidance, we require a comprehensive understanding of each client's financial situation, goals, and needs.

As licensed professionals, we maintain strict impartiality, as defined by the Corporations Act, and disclose any potential conflicts of interest clearly.

We safeguard client information through robust privacy policies, adhering to industry standards.

Fees and commissions are transparently disclosed in our invoices, allowing clients to make informed decisions.

Tailored Advice and Services
  • We hold a Professional Indemnity Insurance policy, protecting us and our employees against client claims in accordance with the Corporations Act.
  • Contact us to learn more about our financial services and retain this document for future reference.