This Website Disclosure Information was prepared on 14 January 2026 and should be read with the Adviser Profile document dated 14 January 2026. It helps you understand and decide if you wish to use the financial services we are able to offer you. The Licensee and its employees are collectively referred to as "us, we, our" throughout this document.
This document sets out the services we provide. It tells you who we are and how we can be contacted; what services and products we are authorised to provide; how we and any other relevant parties are paid; and how we deal with complaints.
Insight Investment Partners is not able to describe itself as being independent, impartial or unbiased because we receive commissions for the advice we provide on life risk insurance products, and have an approved product list which limits the range of products we or our representatives can recommend.
The Licensee
Corporate Authorised Representative
Individual Authorised Representative
We are authorised to provide financial product advice and deal in relation to the following for both retail and wholesale clients:
An advice fee may be charged from $550 to $22,000 (inclusive of GST). Service agreement fees may be charged on a fixed term or ongoing basis. Initial and ongoing commissions from insurance providers may also be received. Brokerage between 0% and 1.10% (inclusive of GST), minimum $110, may apply to share transactions.
Qualifications: