At PLI Brokers, we specialise in insurance solutions for financial planners - whether you're a self-licensed adviser, part of a boutique practice, or a representative under a larger AFSL. We understand the pressures of regulatory scrutiny, client expectations, and evolving compliance obligations - and we tailor insurance to meet your needs.
Specialist Advice
We understand ASIC, AFSL, and advice-related risks - including the impact of complaints, audits, and disputes.
Tailored Insurance Coverage
We don’t offer one-size-fits-all policies. Whether you’re a risk-only adviser or provide SMSF, retirement or investment advice, we align coverage with your scope and business model.
Fast, Transparent Service
Our team knows the industry. You’ll get clear answers, fast turnaround, and access to decision-makers - no generic call centres.
Claims Support You Can Count On
If something goes wrong, we’re by your side - supporting you through investigations, complaints, or professional claims.
Anyone looking to secure their financial future, from young professionals to retirees, can benefit from the guidance of a financial planner.
We have you covered.
Yes - most AFSLs require their authorised reps to hold PI cover. It also provides you with direct protection if you’re ever named personally in a claim.
Absolutely. We work closely with AFSL requirements and can structure your insurance to meet minimum thresholds and reporting standards.
If a claim or dispute arises, we support you through the process - from incident notification to claim resolution. We’ll liaise with the insurer, provide documentation help, and ensure you understand what’s covered.
We believe in working closely with you to understand your unique needs and preferences, ensuring that the insurance coverage we offer is affordable and precisely tailored to meet your requirements.
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Professional Lines Insurance Brokers Pty Ltd T/As PLI Brokers (CAR 1308221 | ABN 54 601 665 141) Corporate Authorised representative of Community Broker Network Pty Ltd | AFSL 233750 | ACN 096 916 184
CBN Privacy Policy | CBN Complaints and Disputes Handling | Insurance Brokers Code of Practice (IBCOP) | Financial Services Guide (FSG)
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