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About you and your household

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Request your Preliminary Insurance Assessment and Quote

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Acknowlegement and privacy policy

I have read and agreed to the Merlin Terms of Use, Privacy Policy and the Financial Services Guide. I volunatarily consent and agree for Merlin to offer, invite me to apply or contact me (including via telephone where they have my valid consent) in relation to all products and services they provide, including life insurance advice.

What happens next?

  1. You are emailed a copy of this form

    Once you submit this form, you will be emailed a copy of your Submission.

  2. We assess your submission

    Once we've assessed your responses, you will be emailed a Preliminary Insurance Assessment and Quote. Expect to receive this on the following business day. It could take longer if you have/had multiple medical conditions, for example.

  3. Invitation to take up our insurance advice offer

    We invite you to take up our insurance advice offer, so you and your loved ones can be financially protected.

    This starts with a free, no obligation online Teams meeting with one of our Insurance Advisers, at a day and time that's convenient to you.

    Our end-to-end insurance advisory services starts with understanding you and your requirements, so we can tailor an appropriate protection strategy. Once you decide to proceed with your chosen cover, we will assist with the application process. Once the policy is in place, we help you manage and review your protection strategy.

WELCOME

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Merlin Financial Services Pty Ltd

contact@merlinmoney.net 

Authorised Representatives

Alliance Wealth Pty Ltd ABN 93 161 647 007

Australian Financial Services Licence (AFSL) Number 449221. Part of the Centrepoint Alliance group

Copyright © 2025 Merin Financial Services Pty Ltd

Legal: General Advice Warning, Terms & Conditions, FSG and Privacy 

 

General Advice Warning

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances....

Terms & Conditions 

This webpage is operated by Merlin Financial Services Pty Ltd, ABN 18 600 944 090. We are an authorised representative of Alliance Wealth Pty Ltd, an Australian Financial Services Licensee. These are the terms and conditions for use of this site and access to the information contained on this site. By using this site, you agree to these terms and conditions....

 

Financial Services Guide & Privacy Notification

The Financial Services Guide (FSG) explains the financial services and advice provided by Alliance Wealth and your Financial Adviser (Adviser)....

We respect your privacy and committed to protecting and maintaining the security of the personal and financial information you provide us....

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