• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Professional Indemnity Insurance for Financial Planners – MKM

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.

  • Our DNA
  • Our Expertise
  • Our Beliefs
  • Our Network
  • Directors & Officers Insurance
  • Thought Leadership
  • Contact Us

Technical

29/05/2018

PI Insurance Tips and Traps for IFA’s

Securing competitive price and coverage on your Professional Indemnity (‘PI’) Insurance is easier than many are led to believe. The key to insurance is disclosure and governance. In this article we outline the basic tips needed to optimise your insurance and the traps to watch out for in your … [Read more...] about PI Insurance Tips and Traps for IFA’s

Filed Under: Commercial, Technical

06/05/2016

Insurance for Robo Advice

Let’s start at the beginning. The purpose behind the insurance is to protect the consumer from an error in the delivery of the professional service.  So, what happens if the advice is delivered by an algorithm? Insurers will always ask three key questions. What can go wrong? Who is responsible? … [Read more...] about Insurance for Robo Advice

Filed Under: Technical

27/10/2015

Are all policy restrictions contained in the Exclusions?

It’s understandable to assume that all restrictions/limitations to your policy coverage are outlined and defined by the policy exclusions.  However this is not the case.  In fact, many restrictions to your policy coverage are contained in policy definitions (i.e. where key words are defined) and in … [Read more...] about Are all policy restrictions contained in the Exclusions?

Filed Under: Technical

Footer

  • Our DNA
  • Our Expertise
  • Terms and Conditions
  • Thought Leadership
  • Contact Us
  • Our Beliefs
  • Our Network
  • Privacy Policy
  • Financial Services Guide
  • IM Insurance
  • Complaints Policy
  • Insurance Broker Code of Practice

Consult Insurance Solutions Pty Ltd ABN 86 136 911 638 (which trades as McDougall Kelly & Martinis, MKM Insurance Partners, MKM Partners) AFSL: 339045


Copyright © 2025. McDougall Kelly & Martinis. Website by