Professional Indemnity Insurance for Financial Planners - MKM
McDougall Kelly & Martinis is one of Australia’s leading specialist insurance firms that combines global access with in-depth local expertise.
WHO WE ARE
Why Australia’s leading financial services firms choose MKM Partners.
McDougall Kelly & Martinis is one of Australia’s leading specialist insurance firms that combines global access with in-depth local expertise. We transform our specialist knowledge into outcomes that matter for our clients, our staff and the financial services industry.
We pride ourselves on our accessible, collaborative, and client centric way of working. We are one firm, working as one team to deliver a seamless client experience from designing your insurance program, managing your program and handing claims. We utilise our extensive knowledge gained in over 25 years of both the insurance industry and financial services sector to secure successful outcomes for our clients.
In the event of a claim, our clients trust us to protect their business assets and their reputations. We work collaboratively with our clients, their insurer, and our panel of Law Firms, Advisers and PR Consultants to ensure what is most valuable to our client’s remains intact. Given the complexity of financial services claims and the multiple stakeholders involved, our process is designed to be strategic, responsive and outcomes driven.
EXPERTISE & EXPERIENCE
Areas of Insurance Expertise
Professional Indemnity Insurance
Directors and Officers Liability
Personal Directors Insurance
Fidelity and Crime Liability
Management Liability
Fund Liability
Securities Entity Liability
Cyber Liability
General Insurance
Sectors
ASX Listed Entities
Unlisted Entities
Funds & Investment Management
Hedge Funds
Private Equity
Wealth Managers
Non Bank Lenders
Insurance Companies
Art Industry
OUR DNA
MK&M partners brings together the right mix of people with local, global sector and product knowledge.
OUR EXPERTISE
Our clients range from investment management firms, wealth managers, and listed or unlisted entities
OUR BELIEFS
Protecting our clients is our sole focus. Our senior partners are accessible at all times and act as one firm, one team.
OUR NETWORK
We have a strong network of partners, industry contacts and clients who deliver complimentary skill sets.
THOUGHT LEADERSHIP
Thought leadership revolves around developing a deep understanding of our clients including, their unique needs and the broader market in which they operate.
CONTACT US
If you are looking to review your existing insurance arrangements we would be pleased to have a confidential discussion.
OUR SERVICE MODEL
INSURABLE RISK PROFILING
We review the changing operational context in which our clients work to identify risk and mitigate any gaps in cover
BESPOKE POLICY WORDING
We design bespoke solution for our clients ensuring their specific risks are covered
MK&M PARTNERS SERVICE MODELS
CLAIMS PROTOCOL
In the event of a claim we have a detailed claims protocol that engages all stakeholders to protect our clients interests and reputations
LOCAL AND GLOBAL ACCESS
We utilise local and global insurers to optimize solutions to our clients requirements
CLIENTS TESTIMONIAL
When we first acquired our own AFSL, one of our first dilemmas was to decide on our Professional Indemnity. Our early experience in the market place was not the best and as it happened MKM Partners was invited to put forward their proposition. I can genuinely say we have never looked back, MKM was the clear standout broker. Their level of engagement, their service, follow up and at times their capability to guide us was exactly what we needed. Having set a high standard from the start MKM continue to deliver for Viridian. We would recommend MKM Partners to any financial services participant.
Your client centric approach and commitment to quality when establishing alternative insurance solutions for us was critical in our decision making