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Please take the time to read our WDI carefully. Equipping you with a clear understanding of our advice services is the central purpose of the WDI. It’s also important that you know about how Actuate and its representatives are paid, the nature of Actuate’s associations and relationships, and what to do if you have a complaint.
You can access the relevant WDI for our different advice services via the links below.
Financial Coaching
Our team of Financial Coaches provide general advice to relevant members related to their super. For information about the general advice services our team is able to provide, please refer to: insigniafinancial.com.au/actuatewdi_financialcoaching
Workplace Super
Our teams of Education Managers and Client Relationship Managers work with employers and members of these employers’ workplace super plans to provide general advice concerning their super and insurance arrangements. For information on the general advice services our team is able to provide, please refer to: insigniafinancial.com.au/actuatewdi_workplacesuper
Simple Super Advice
Our team of Super Advisers provide limited personal advice on specific superannuation topics. For information about the personal financial advice services our team is able to provide, please refer to: insigniafinancial.com.au/actuatewdi_financialcoaching
Personal Super Calculator
This self-directed digital tool provides limited personal advice to relevant MLC and Plum members. For information about the digital advice services provided through the Personal Super Calculator, please refer to: insigniafinancial.com.au/actuatewdi_digital
Personal Insurance (Closed to new business)
Our team of Financial Coaches provide general advice on existing (MLC Life/Acenda) retail insurance policies where Actuate is the servicing adviser. For information about the general advice services our team is able to provide, please refer to: insigniafinancial.com.au/actuatewdi_financialcoaching
Actuate is part of the Insignia Financial group of companies comprising Insignia Financial Limited ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group).
Actuate Alliance Services Pty Limited ABN 40 083 233 925.