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      Making Corporate Superannuation easy AXIS Financial Group Pty Ltd 'logo © 2007
 

     About AXIS Financial Group Pty Ltd

About AXIS

AXIS Financial Group Pty Ltd specialises in providing integrated financial services and advice to the corporate superannuation market. Established in Western Australia in 1995, we’ve grown significantly over the years.

AXIS operates in the Financial Services Industry under its own Australian Financial Services License Number 233680. We’re managed by three dedicated and highly experienced Partners and a team of highly skilled people.

We know how confusing superannuation can seem, even with the recent Federal Budget changes. That’s why we’re committed to making corporate superannuation easier for both our corporate clients and their employees. We do this by offering unbiased advice, managing all the legislative requirements and providing education and information sessions.

We also know how important personal contact is for our clients. Our service agreement provides you with a single point of contact for everything from face-to-face meetings to site visits.

We’re fortunate to have one of the most experienced and enthusiastic teams in the business. Our people are definitely the source of our success and they’re all happy to help you with your superannuation and financial needs.


Our Team

At AXIS we know that having the best people, systems and infrastructure is essential for delivering the best service. Our people are some of the most experienced in the financial services industry, and they’re all dedicated to helping you get the best outcomes possible.

We’re supported by a new, fully integrated client management system, so we can give you the most up-to-date details about your superannuation and insurance policies.

Our internal structure is very simple. AXIS Advisers are responsible for the direct servicing of our clients. They are assisted by our Administration and Technical Services teams and our Partners provide leadership, governance and the overall strategic direction of our business.

 
AXIS NEWS AXIS Events Calendar Market Activity AXIS Financial Services Guide FSG for the web.pdf - 1107kb AXIS Privacy.Statement.Updated.JUNE.2008.pdf - 463kb AXIS Insurance Quotes Questionnaire Oct 2006.pdf - 529kb AXIS Adequacy of Retirement Questionnaire May 2007.pdf - 1.33meg AXIS Insurance Analysis Questionnaire Oct 2006.pdf - 832kb AXIS Financial Planning Questionnaire - Fact Find July 2007.pdf - 1.32meg Axis Transition to Retirement Questionnaire August 2007.pdf - 1.16mg Axis Investment Profile Questionnaire 22_8_07B.pdf - 880kb
 

AXIS Financial Group Pty Ltd ©2007 - ABN 21 092 889 579 - Australian Financial Services Licence number 233680

 
 

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