Financial Planner / Advisor Insurance
Connect with specialist insurance brokers for financial planner / advisor insurance
Provide financial guidance confidently, knowing you’re protected against allegations of poor advice or portfolio mismanagement. Our policies shield you from legal and financial risks, helping preserve your professional reputation.
Key Benefits
Professional Indemnity
Coverage for claims of negligence, misrepresentation, or investment strategy errors.
Public Liability
Protection if a client is injured at your office or experiences property damage.
Cyber Liability
Guards against data breaches compromising sensitive client investment information.
Insurance Products We Offer
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Frequently Asked Questions
Yes. ASIC requires licensed financial advisors to hold PI coverage that meets specific minimum standards.
PI insurance doesn’t reimburse clients for normal market fluctuations. However, it can cover claims if your negligence directly caused client losses.
Policies can be adapted to modern advisory methods, including digital platforms. Just disclose the nature of your services to your insurer.
Financial Planner / Advisor Insurance
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