| Business Area | Contact Details | Examples of Queries Handled | The Team |
| AXA Customer Service | 1800 655 655 for Business Super and Investment Products and Life Insurance
131 243 for Health | Provides answers to all your AXA clients’ policy and product-related enquiries, including:
- Account balances;
- Policy information;
- Progress Updates;
- Requirements needed for policies/contract alterations or additions;
- Investment returns;
- Policy changes;
- Explanation of benefits; and
- Other administrative queries.
| Provides over the phone (written, fax or e-mail if you prefer) service for your client related enquiries. Our highly trained staff cover all AXA, AC&L and Summit products. Hours of business are from 8:30am-7pm (EST) Monday-Friday. |
| Adviser Technology Support | 1800 644 644 |
- Forgotten passwords for Financial Planner Websites;
- How to use functions in AXA supplied software;
- Software installation and other trouble shooting (for AXA supplied software); and
- Minimum hardware requirements.
| Provides over-the-phone assistance if you're having trouble with technology issues related to software supplied by AXA.
The Adviser Technology Support Team is available between 9am - 5pm (EST), Monday - Thursday, and between 9am - 4pm (EST) on Friday. They are also contactable by e-mail: ats@axa.com.au |
Business Development Manager hotline
Search for your nearest BDM | 1800 644 644 |
- Puts you in touch with the state office closest to where you are calling from; and
- Provides BDM contact details.
| The BDM hotline is open Monday – Friday from 9am – 5pm.
(Note: calls from mobile phones will go to the Victoria State Office). |
AXA Adviser Technical Services
e-mail AXA Technical Services | 1800 500 066 |
- Assistance with technical, legislative and strategic issues relating to financial planning, strategies based on products that are available through AXA.
| The Technical Services team is keen to work with you to develop workable solutions for your complex financial planning issues involving AXA product. |
Annuity quoting hotline
Annuity Quote page | 1800 550 208 |
- Provides all quotes for guaranteed term annuities and guaranteed lifetime annuities.
| The annuity quoting hotline is available between 8am - 6pm (EST), Monday - Friday.
Requests can also be faxed to: (03) 9287 3390 |
Financial Advice Network Advice & Research
AXA FP website
Charter FP website
| Contact your Licensee state office:
1300 303 086 AXA Financial Planning
1300 720 013 Charter Financial Planning | To determine strategies most suited to a specific client or group of clients, including:
- Product information and financial strategies regarding investment and risk products on the Authorised Product List (APL);
- Economic and market comments;
- Determining investor profiles;
- Use of appropriate tax structures;
- Evaluation of strategies considering relevant tax, superannuation, social security, risk insurance and legislative issues; and
- Effective use and licensee customisation of preferred financial planning software packages.
| Local support is provided to all financial planners, with qualified financial planners and paraplanners based in each state office. In addition, head office support is available on product, economic, risk insurance, technical strategy and financial planning software. |
