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.
We transform our specialist knowledge gained in Over 25 years of insurance and investment management sector experience into outcomes that matter for our clients, our staff and the financial services industry.
Our story begins in 2009 when Senior Partner John Kelly decided it was time to leave the corporate insurance world and launch his own business. After 5 years as an Account Director at Aon managing the insurance program for some of Australia’s largest ASX Listed Companies and 5 more as Head of Financial Lines at AIG Australia, John decided to take the road less travelled and established Consult Insurance Solutions specialising in Professional Indemnity and Directors Insurance.
In 2010 Oscar Martinis also decided it was time for a change after a 20 year career in Funds Management culminating in Oscar’s appointment as Managing Director of what was Australia’s largest Hedge Fund manager. After some time off Oscar established Absolute Risk Advisers, a specialist insurance brokerage servicing Investment Managers and Wealth Managers.
After meeting at an Insurance Industry function in 2014, John and Oscar realised their complimentary skills sets would create a significant force in the area of Financial & Professional Lines Insurance and in 2015 merged their respective businesses.
As John and Oscar were working through their merger, Rick McDougall a former colleague of John’s from Aon, joined the team. After leaving Aon, Rick spent 6 years as the integral driving force behind the growth and success of a large national Insurance Broker, managing the insurance programs for some of Australia’s largest Corporate, Financial and Legal entities.
And thus McDougall Kelly and Martinis was born. MKM Partners is now one of Australia’s leading specialist insurance brokerages which has transformed the specialist knowledge gained by it Senior Partners in Over 25 years of insurance and investment management sector experience into outcomes that matter for our clients, our staff and the financial services industry.
Oscar has Over 25 years investment management experience.
Oscar’s experience in dealing with Managed Investment Schemes, Listed Investment Companies, Structured Products, Single Strategy Hedge funds and Fund of Hedge Funds provides MK&M Partners with an insight into the operational context in which our clients work that can only be gained from such depth of hands on experience.
This direct industry experience enables MK&M to obtain superior outcomes by accurately presenting our clients risks and exposures to the insurance market.
Oscar holds a Bachelor of Business (Accounting) from RMIT and is a Member of the Australian Institute of Company Directors (MAICD).
John has 25 years insurance broking and underwriting experience handling many of the largest and most complex insurance programs for financial institutions in Australia. John’s experience as both a Broker and an Underwriter delivers a unique perspective when assessing the risk profile of our clients.
John holds a Bachelor of Commerce (Honours in Economics), Graduate Diploma of Insurance and an MBA (Melbourne Business School). He is also a Fellow of the Australian & New Zealand Institute of Insurance and Finance (ANZIIF Fellow) and former Committee Member of the General Insurance Advisory Committee for ANZIIF.
Richard is an insurance professional with over 20 years’ experience spanning broking and underwriting roles in the Financial Institutions and Financial Lines sectors. Richard brings a solutions-based approach to broking with strengths in client engagement, risk profiling, coverage negotiation and policy design.
Chris brings over 15 years of experience in finance, advice, general and life insurance, specialising in professional indemnity and tailored advice for financial institutions. With a Bachelor of Finance from the University of Newcastle and further qualifications from Kaplan Professional-including RG146 and FASEA standards-he combines technical precision with trusted relationship-building. Known for his clear communication, deep policy knowledge, and unwavering client focus, Chris leads with integrity and insight. He thrives on collaborating with business owners, advisers, brokers, and business partners to deliver meaningful, forward-thinking insurance solutions that protect both people and reputations.
With over two decades of dedicated experience in the insurance industry, Julia brings a deep understanding of risk and protection strategies tailored to the needs of small to medium enterprises (SMEs). A specialist in SME risk management, providing proactive advice and bespoke insurance programs that align with the unique goals of each business. Julia serves as the key contact for Motorcycling Australia, offering expert guidance and insurance support to the organisation and its network.
Julia’s qualifications include a Diploma of Insurance Broking, and holds the Qualified Practising Insurance Broker (QPIB) designation with the National Insurance Brokers Association (NIBA), underscoring her commitment to professionalism and ongoing industry excellence.