Disclosure Statement

Elsie Financial Limited Client Service Agreement
This Client Service Agreement (‘Agreement’) sets out the services that we will provide to you, including any important
information you should know before deciding to obtain financial advice from us.
About your Financial Advice Provider
Avon
Financial
Services
Ltd
(FSP770433)
holds
a
license
issued
by
the
Financial
Markets
Authority
(FMA)
to
provide
financial
advice.
Elsie
Financial
Limited
(FSP1007542)
is
authorised
by
that
license
to
provide
financial
advice.
At
Elsie,
our
purpose
is
“To
provide
a
safety
net
for
those
unexpected
life
events”
and
our
number
one
value
is
‘the
client
is
at
the
heart
of
everything
we
do’.
We
are
here
to
help
you
understand
your
insurance
needs
and
provide
valuable
advice
to
ensure
you
get
the
right
type
of
strategy
for
your
personal
circumstances
.