Save up to 10%*2,3

on your first year's premium when you buy a new Business Insurance Pack policy online.

What is insurance for Financial Advisors & Mortgage Brokers?

As a mortgage broker or financial advisor, you help your clients find financial solutions for their situation. By providing financial advice, you face both unique professional risks, as well as common hazards that many professional businesses face. That’s why it’s important to protect yourself with business insurance, in case things go wrong.

Whether you’re a mortgage broker, financial advisor, or debt manager, read on to learn about Allianz insurance covers, which could help protect your business.

Fast, Simple and Convenient

Instant Certificate of Currency

Your proof of insurance, Certificate of Currency (COC), will be emailed instantly after purchase.

Pay by the Month at no extra charge*1

Pay monthly or annually at no extra charge to suit you and your cash flow.

Specialist Business Experts

Our experts can give general advice and help to arrange your business insurance. Call 1300 131 000 to talk to a business specialist.

Excellence in Claims

We're here when you need to make a claim.

24/7 claims service. Call 13 10 13.

Allianz was awarded the 2019 Mansfield Gold award for Overall Excellence in Claims.

Financial Advisors & Mortgage Brokers Insurance :

Public Liability Insurance

Allianz Public Liability Insurance, also known as Public and Products Liability Insurance, covers you if a member of the public is injured, or their property damaged, at your business premises or while using your products or services. It covers compensation you are legally liable to pay plus your reasonable legal fees.

If an accident happens to a client or their property in your office, you could be held legally responsible. The simplest example is a client who comes to visit you to sign some paperwork, trips in your office and injures themselves in the process. You could also be liable if you damage your clients’ property.

Public Liability Insurance is automatically included in a Business Insurance Pack policy when you quote online. For help with your quote, or to get a Business Insurance Pack quote without Public Liability cover, please contact our specialist small business team on 1300 131 000.

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Electronic Equipment Insurance

Online records and data are essential to any advisory business, so your computers and other electronic equipment are essential. If your computers or other electronic equipment breaks down, Allianz Electronic Equipment insurance could cover the cost of repair, replacement and data recovery. Cost of restoring data can be purchased as an additional optional cover under Electronic Equipment Insurance.

If there is a need to hire temporary computers or electronic equipment to keep your business running while repairs take place, Allianz Electronic Equipment can help cover these costs too.

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Commercial Vehicle Insurance4

If you visit clients, your vehicle is likely to be one of the most expensive things you use in your business, so it’s important to protect it.

Allianz Comprehensive Commercial Vehicle Insurance can protect your vehicle in the event of accidental damage or theft, and cover your legal liability for damage to third party property caused by your vehicle.

Choose from 3 types of cover: Comprehensive, Fire and Theft or Third Party Property Damage only.

Helpful Tip: Do you use your personal vehicle for business use? Your personal car insurance may not cover you for damage to other cars or your own vehicle when used in connection with your business. Check your personal car policy to see if you are covered.

Call Allianz to cover up to 20 vehicles on 1300 131 000, or buy online and add up to 2 vehicles, when you buy your Public and Products Liability insurance with a Business Insurance Pack.

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Get your cover in one place with our Business Insurance Pack

Our packs start with Public Liability, then you can customise your policy to suit your business.

Public Liability

Public Liability Insurance helps to protect you if you become legally liable to pay compensation for injury to third parties, or damage to their property, during the course of your work. Plus, covers your reasonable legal costs to defend a claim raised against you.

Additional Covers

Commercial Vehicle

Comprehensive Commercial Vehicle Insurance covers accidental damage or theft of your business vehicles, and damage they may cause to third party property.

Electronic Equipment

Cover for the repair or replacement of electronic equipment in your office, such as servers, computers and hard drives, in case of breakdown.

Commercial Property

Cover for accidental damage to your commercial property, contents or stock, as a result of insured events such as a storm, fire or vandalism.

General Property

Covers the cost of repairing or replacing your tools of trade or equipment in the event they are accidentally damaged at any location worldwide (unless otherwise noted).

Business Interruption

Covers your lost income, profit or turnover if your business has to close as a result of unforeseen and defined insured events, like fire or storm.

Available when you insure Commercial Property.


Covers the cost of repairing or replacing accidentally broken glass at your business premises, such as office windows, glass partitions, and skylights.

Management Liability

Choose from up to 4 covers, to protect your business against

  • Claims of wrongful acts by management (Directors & Officers Liability)
  • Employment practises breaches (Employment Practises Liability)
  • Theft by employees (Crime)
  • Fees incurred if your taxes are audited (Tax Audit)

This is a limited summary of some of our Business Insurance Pack covers only. Terms, conditions, limits and exclusions apply. For full details and before making a decision please consider the relevant Product Disclosure Statement (PDS)/Policy Wording, Supplementary PDS (where applicable) & PDS update (privacy notice) which are available on this website

Workers Compensation

If your business has employees, Workers Compensation insurance is mandatory in all Australian States and Territories. Workers Compensation insurance can cover your employees if they are involved in a workplace accident. Allianz will work to support your business through the claims management process.

Please note that Workers Compensation insurance is not available under the Business Insurance Pack and will need to be purchased as an additional policy.

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More cover options

Can’t find the cover that you need online? We have an extended range of insurance covers available through our team of specialists. We're open 8:00am - 7:30pm Monday-Friday AEST

   1300 131 000

Before you buy

Considerations for Finance and Mortgage Brokers:

  • If you rent your office premises, your lease may specify the minimum amount of public liability cover you’re required to have.
  • Your lease or landlord may also specify a minimum amount of glass cover.

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