In November 2015, Sophie Grace assisted Marten Green Insurance Services Pty Ltd (“Marten Green Insurance”) to acquire their AFSL in order to operate an insurance broking business. Sophie Grace also assists Marten Green Insurance on an ongoing basis in relation to compliance.
Marten Green Insurance is a multifaceted brokerage firm that provides clients access to a range of different insurance products, including business, farm, personal, ISR and many more. Marten Green Insurance possesses substantial industry experience enabling them to provide tailored insurance solutions to their clients. Marten Green Insurance works with clients to determine their insurance needs and place them in the most appropriate and competitive coverage that will meet these needs.
Marten Green Insurance provide clients with a complete solution to their insurance requirements including carrying out risk surveys, making risk recommendations, providing training to clients, negotiating premiums and extra covers. Marten Green Insurance also provides ongoing support by managing claims processes, negotiating claim payouts and providing renewals and quote options in a clear manner.
“Marten Green Insurance has been delighted with Sophie Grace’s advice and overall service. Marten Green Insurance will continue to use Sophie Grace indefinitely. For anyone considering obtaining or modifying their AFSL or in need of compliance assistance, we strongly recommend the services of Sophie Grace. “
Sarah works with the Compliance Team with a particular focus on compliance and legal services. Sarah works with the Legal Team providing ongoing assistance in drafting and reviewing documentation as well as legal research. Sarah assists clients with AFSL and ACL applications, variations and also assists in the implementation of compliance reviews. She provides ongoing compliance support in the form of compliance program implementation and reviews.