Financial Advisor Insurance
Perth, Sydney, Melbourne, Brisbane & Canberra

Financial Advisor Insurance: Essential Coverage for Professionals

Financial Advisor Insurance is a critical safeguard for advisory businesses operating in key Australian cities like Perth, Sydney, Melbourne, Brisbane, and Canberra. BAU Risk offers tailored protection designed to address the unique risks that financial advisory firms face daily.

This insurance provides coverage against property damage, liability claims, and business interruptions, allowing firms to maintain smooth and efficient operations. By securing Financial Advisor Insurance with BAU Risk, companies can concentrate on delivering reliable financial advice without concerns about potential disruptions.

A happy mature couple with a financial advisor insurance discussing investments with a financial broker during meeting at home

Comprehensive Coverage Tailored for Financial Advisors

A happy financial advisor and senior couple with a financial advisor insurance talking while going through paperwork on a meeting in the office

According to the Financial Planning Association of Australia, financial advisors face unique risks, including liability for errors and omissions, making comprehensive insurance essential.

ASIC routinely bans financial advisors for various malpractices such as not acting in the best interests of the client, defective statements of advice, conflict of interest and conflicted remuneration. Financial advisors also face various other risks, such as property damage, liability claims, and business interruptions, emphasizing the need for robust insurance coverage.

Financial Advisor Insurance from BAU Risk spans several essential coverage areas to support business resilience. Property Insurance protects valuable office assets and equipment from damage or loss, ensuring your operations are not hindered by unexpected incidents. Additionally, Public Liability Insurance provides essential coverage for third-party injury or property damage claims, protecting financial advisory firms from costly liabilities.

To support financial stability, Business Interruption Insurance offers coverage for income loss during unexpected disruptions, helping companies maintain cash flow during challenging times. Professional Indemnity Insurance is a crucial component, covering claims of negligence or errors in professional services—a vital safeguard for financial advisors entrusted with client investments and sensitive financial guidance.

For firms with employees, Workers’ Compensation Insurance is essential, ensuring that workplace injuries are covered and providing support for staff well-being. Additionally, Management Liability Insurance safeguards the business and its executives from potential legal and financial risks, ensuring stable leadership and continuity.

Key Coverage Points

By investing in Financial Advisor Insurance, companies can ensure they are protected against various risks, allowing them to operate smoothly and efficiently.

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We Provide National Coverage

New South Wales (NSW)

Victoria
(VIC)

Queensland
(QLD)

Western Australia
(WA)

South Australia
(SA)

Tasmania
(TAS)

Australian Capital Territory (ACT)

Northern Territory
(NT)