Financial Planners Insurance
Protect your practice from unexpected challenges and focus on delivering trusted advice.
$250k
Avg Claim Cost*
ASIC
Compliant Options
100%
Australian Support
Recognition
Industry Insights
The Growing Need for
Financial Planners Insurance
Financial planning is a trusted profession, shaping lives through advice on superannuation, investments and retirement.
Here’s why comprehensive protection is essential:
Coverage Breakdown
Common Risks Covered by
Financial Planners Insurance
Financial Planners Insurance typically covers the following risks, from professional liability to office assets.
Professional Indemnity
Claims for alleged negligence, errors or omissions in financial advice, including legal costs and compensation.
Public Liability
Third-party claims for injury or property damage during consultations or at your office.
Cyber Risks
Data breaches, hacking and ransomware, covering recovery costs, client notifications and fines.
Management Liability
Claims against directors or officers for mismanagement, covering legal defence fees and settlements.
Business Contents and Equipment
Damage or loss of office assets like computers and furniture.
General Property
Loss or damage to portable equipment, say, tablets or phones used for client meetings.
Business Interruption
Lost income and extra expenses from disruptions including fire, flood or IT outages.
Selection Criteria
Key Considerations in
Choosing Insurance
When getting Financial Planners Insurance, consider these factors to ensure your policy meets both regulatory standards and your business needs.
Support
Frequently Asked Questions
Protect Your Financial Planning Practice
Get ASIC-compliant Professional Indemnity and tailored cover for your advisory business. Call 02 9000 1155 or request a quote.