What Is Accountants/Financial Planners Insurance?
Quick Summary
This policy protects accountants, bookkeepers, and financial planners from claims of errors, omissions, or negligence when providing financial advice or services.
Covers negligence and error claims
Protects your reputation and finances
Includes legal and compensation costs
Who Needs This?
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Accountants
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Tax agents and bookkeepers
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Financial planners
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Wealth advisors
What's Included?
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Professional indemnity cover
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Legal defence and settlement costs
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Claims for financial loss caused to clients
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Optional extensions for cyber and data liability
What's Not Covered?
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Fraudulent or criminal acts
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Investment losses not linked to advice error
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Known risks before policy start
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General business liability
Why Monarch?
Why choose us as your brokerage
Personalised Service
We take the time to understand your business, tailoring insurance solutions to fit your exact needs rather than offering a one-size-fits-all policy.
Expert Guidance
Our team brings deep industry knowledge and explains your options in plain language, helping you make confident, informed decisions.
Trusted Claims Support
If the unexpected happens, we stand by your side. We’ll guide you through the claims process and advocate on your behalf to get the best outcome.
Local Focus, Real Relationships
As a Gold Coast brokerage, we’re invested in our community and committed to building lasting relationships, not just policies.
Professional Cover for Accountants & Advisors
Stay protected with tailored liability insurance for financial professionals.
