Financial Planners - Professional Indemnity

Financial Planner Professional indemnity Insurance.
The Financial Planning industry has complex and frequently changing insurance requirements.  Don't trust a critical part of your compliance requirements to a broker that doesn't understand the nuances of the financial planning industry. 

Section 912(b) of the Corporations Act requires licensed financial services advisers to carry financial planning public indemnity insurance (PI Insurance).

Our specialist brokers have provided support and advice on financial planners indemnity insurance for many years and look forward to working with you to develop a program that generates the right outcome for your business.


We are able to ensure that all our Professional indemnity covers are compliant with both RG126 and ASIC requirements.

For further information please contact Daniel Johnson or  Abraham Tavares on 1300 85 APEX (2739).

 

Our Office locations

CENTRAL COAST
Suite 8, 1st Floor
Fountain Plaza
148 Central Coast Hwy
Erina NSW 2250
LIVERPOOL
Level 1, 108 Moore Street
Liverpool NSW 2170
TAMWORTH
Suite 2, 315 Peel Street
Tamworth NSW 2340

Contact details (all locations)
Ph: 1300 85 APEX (2739), Fax: 1300 85 1FAX (329), PO Box R500, Royal Exchange NSW 1225