Financial Planner / Advisor Insurance

Professional indemnity for investment and wealth management experts

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.

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Key Benefits

Why choose this insurance coverage

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.

Frequently Asked Questions

Common questions about financial planner / advisor insurance

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.