Future Practice - Episode Four (PI and Costs)

Education Financial Advice

March 26, 2020

In episode four of our podcast, our National Growth Manager, Ryan Goodfellow, interviews Shane Upton, Managing Principal at Breeze Underwriting. Upton discusses professional indemnity (PI) insurance and some of the obligations and costs involved in making sure that you are a compliant AFSL holder. 

 
If you're looking to apply for an AFSL, make sure to access our AFSL checklist by clicking on the button below. Our comprehensive checklist will help guide you through the AFSL application process and help you determine whether you have the right paperwork for your application. 
 
AFSL Checklist