Financial Planners

by Woodina Underwriting Agency Pty Ltd

Coverages: Professional Indemnity

Woodina’s Professional Indemnity Insurance for Financial Planners is tailored to protect against claims of negligence, errors, or omissions in financial advice and planning services. It covers legal costs and potential compensation for breaches of duty, ensuring financial professionals are safeguarded while helping clients manage wealth. With coverage up to $10 million per claim, it supports secure and confident financial advisory practices. 
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Finance Insurance

AUD 5M

All States

No

IT Liability

Property Valuers

Excess Layer

General Liability

Accountants

Financial Planners
  • Professional Indemnity
  • life broking
  • general financial planning advice
  • client portfolio administration and reporting

Complete and up to date listings are our highest priority. We have a dedicated research team working full time on keeping our listings accurate and up to date but sometimes changes happen that we haven’t spotted yet. See something out of date? Please let us know here.

To: Woodina Underwriting Agency Pty Ltd

Financial Planners

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Hi there I'd like to get some more information about your product, Financial Planners
Your enquiry will be forwarded to the relevant underwriter at Woodina Underwriting Agency Pty Ltd. If you do not get a response within 24 hours please contact the IB Markets Team at [email protected]

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