Professional indemnity insurance / Professional indemnity reform
This contact information includes those brokers who service the majority of the accountants professional indemnity insurance market. Each broker has given the Institute an undertaking to provide policies to members which meet the Institute's requirements.
The brokers are not listed as a recommendation, but rather for the convenience of members. The list doesn't limit your choice and members are free to select other brokers.
PI Broker List
We recommend that members examine the more detailed listing below to match their specific PI needs with the most suitable broker.
Broker Contact Details - in alphabetical order:
- Abacus Australia Ltd/Hiscock Insurance Brokers
Offering PI to the following types of practices:Gross fees $2.0m or less.
Three partners or less.
Maximum fess from audit work 10% of gross fees.
Maximum fees from financial planning 10% of gross fees.
Maximum fees from mortgage broking 10% of gross fees.
Address: 121 Gardenvale Road (PO Box 7070) Gardenvale VIC 3185
Contact: Michael Bohan
Direct line - (03) 9591 6005
Phone: (03) 9591 6000
Fax: (03) 9596 1181
Visit Website at: www.abacusaustralia.com Top
- AccountantsInsurance/Jardine Lloyd Thompson Pty Ltd
AccountantsInsurance - Professional Indemnity brokers for Accountants with offices Australia-wide. AccountantsInsurance is a specialist division of Jardine Lloyd Thompson Pty Ltd.
Contact: Caitlin Carson
Tel: 1300 660 511 (Toll free)
Phone: (07) 3246 7555
Fax: (07) 3246 7590
Direct: (07) 3246 7549
Email: carsc@jlta.com.au Top
- Aon Risk Services/ Aon Professional & Consumer Services
We have continued to provide our technical expertise to Accountants in understanding your business and providing the appropriate risk solutions for your requirements.
- Tailoring insurance programs to your business
- Addressing all Accountancy activities including Audit, insolvency, financial planning, M&A
- Accessing all Insurers both Nationally & Overseas
- Acting on your behalf and not tied to any specific insurer
- Providing advice on all insurance products for your business
Your local interstate contacts:-
Sydney
Maya Lazarus - (02) 9253 7174
Melbourne
Steven Gaitanis - (03) 9211 3129
Hamish McDonald-Nye - (03) 9211 3484
Brisbane
Steve Pickett - (07) 3223 7596
Andrew McKenzie - (07) 3223 7461
Adelaide
Wayne Trezona - (08) 8301 1170
Simon Landrigan - (08) 8301 1162
Perth
Jason Tomerini - (08) 9429 4716
Shelly Hymas - (08) 9249 4726
Visit the Aon website for futher information -
http://www.aon.com.au/icaa.asp
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- APEX Insurance Brokers
Luke Munro is APEX Insurance Brokers' specialist in accountants professional indemnity insurance, We focus on obtaining competitive premium costs on the most adequate level of insurance protection available and offer advice on the differences in the options available to you and your firm.
Contact: Luke Munro
Phone: 1300 852 739
Fax: 1300 852 739
Mobile: 0433 813 292
Email: luke@apexib.com.au
Visit website at: www.apexinsurancebrokers.com.au
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- Arthur J Gallagher (Aus) Pty Ltd/Gallagher Broking Services
- The Australian Accountants Professional Indemnity Insurance Facility offers Australian Accountants a tailored policy at a competitive price.
- Coverage for activities including Taxation Audit, Insolvency, Loan Broking, Migration activities and others.
- Includes unlimited reinstatements and costs in addition to the sum insured.
A proposal form is available at www.ausaccountant.com.au.
Contact details:George Trbojevic: Tel: (02) 9242 2014 ......
Fax: (02) 9242 2069
Email: george_trbojevic@ajg.com Top
- Bellrock Broking
Bellrock broking is a boutique Insurance Broker, providing specialised professional risk solutions for Accountants practicing all disciplines of accounting, inclusive of audit, insolvency, M & A and Financial Planning. Contact: Mark Neilen
Phone: 07 3369 0988
Toll Free: 1300BELLROCK
Fax: 07 3369 0388
email:mark.neilen@bellrock.com.au
Web: www.bellrock.com.au
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- Blue Broking Pty Ltd
Specialised professional indemnity policy for accountants and other accounting related practices.
Contact: Karen McDonald (07) 3002 2206
Email: kmcdonald@bluebroking.com.au
Contact: Nicole Hartfiel (07) 3002 2207
Email: nhartfiel@bluebroking.com.au
Proposal forms available at www.bluebroking.com.au
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- BW Corporation Pty Ltd
BW Corporation, provides a wide range of risk transfer and risk management services covering all facets of general and professional risk insurance products, with a focus on developing an understanding of their client's business needs and tailoring the most effective solutions to meet their expectations.
For information on BW's professional indemnity services for Chartered Accountants click onto this link or alternatively contact Laurence Gottlieb on 03 9699-8700.
Level 5, 150 Albert Road
PO Box 1136
South Melbourne VIC 3205
Telephone: 03 9699 8700
Facsimile: 03 9699 2325
Website: www.bwcorporation.com.au
AFS Licence No. 247423
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- C A Insurance Brokers
C A Insurance Brokers are a firm of registered general insurance brokers, specialising in professional lines, with a client focussed approach; breadth of diversity in underwriters and security being utilised (inc. Llyods of London); tailored to specific areas of practice.
Contact: Ben Humphries - Snr Account Mgr
Phone - (07) 3878 1844
Facsimile - (07) 3878 1471
Email - benh@caib.com.au
Website - www.caib.com.au Top
- General Security Australia (GSA)
General Security Australia is a boutique Insurance Broker providing specialised insurance solutions for Accountants & Accounting Related Practices.
For an obligation free quote please contact:
Ryan Neary, Account Executive on (02) 8274 8140
Email: ryann@gsaib.com.au
Or
Salinda Sa'at, Account Executive on (02) 8274 8106
Email: salindas@gsaib.com.au Top
- IBG Insurance Brokers
IBG Insurance Brokers is an Australian owned insurance broking service providing specialist professional indemnity advice to Accountants (regardless of size or location).
Contact: Colleen Walters (03) 9813 3633
Email: colleen@ibgroup.com.au
Contact: Jo Stone (03) 9813 3633
Email: jo@ibgroup.com.au
IBG Insurance Brokers
Unit 5, 96 Camberwell Road
HAWTHORN EAST 3123
Website: www.ibgroup.com.au
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- Insurance Advisernet Australia Pty Limited
Amanda Homann
Authorised representative
Level 31 100 Miller Street North Sydney NSW 2060
Phone: 1300 886 842
Fax: 1300 933 678
Email: amanda.homann@insuranceadviser.net Top
- JMD Ross Insurances - for the following practices:
Gross fees $2.5m or less
Five partners or less
Maximum fees from audit, liquidations or valuations 10% of gross fees
No financial planning services
Contact: John Duncan (02) 9478 0814 - Fax: (02) 9906 1007
Toll free phone: 1800 240 123 - Toll free fax: 1800 063 053
Email:jgduncan@jmdross.com.au Top
- Marsh Pty Ltd
Sydney - Noel Palmer (02) 8864 7760 Email:Noel.Palmer@marsh.com
Melbourne - Stephen Marten (03) 9603 2222 Email:Stephen.Marten@marsh.com
Brisbane - Liz Bagot (07) 3115 4578 Email:Liz.Bagot@marsh.com
Perth - Katherine Wale (08) 9289 3834 Email:Katherine.Wale@marsh.com
Adelaide - Karen Searle/Jennifer Lynch (08) 8385 3535 Email:Karen.Searle@marsh.com/Jennifer.m.Lynch@marsh.com
CPP Concessional Rate - Juliette Keily (02) 8864 7663
Email:Juliette.Keily@marsh.com
Concessional CPP holders information Top
- MEGAcapital
Specialist PI broker with offices in NSW and VIC, services clients nationally. Offers PI to the full range of accounting firms with a mix of activities including financial planning, M&A, insolvency and public company audits.
This broker is not linked or affiliated with any one insurance company.
Contacts:
Michael Gottlieb - Bsc(Hons), Dip FinServices(IB)
Gavin Donner - BEconSc, FIAA, Dip Fin Services(IB)
Tel: 1300 850 051
Email: info@megacapital.com.au
Web: www.megacapital.com.au Top
- OAMPS
Australian owned publicly listed company, with 33 offices throughout Australia. Specialise in professional indemnity insurance for accountants and accounting related activities.
www.oamps.com.au.
Contact: Aidi Theobald
Telephone: (03) 9412 - 1624
Email: aidi.theobald@oamps.com.au
Facsimile: (03) 9412 - 1668 Top
- Professional Risk Managers Pty Ltd
Key Contacts:
Mike Stephens
Email: mstephens@prmanagers.com.au
Tristan Walker
Email: twalker@prmanagers.com.au
Level 7, 80 Clarence Street
Sydney NSW 2000
Phone: (02) 8270 4450
Facsimile: (02) 8270 4451
Web: www.prmanagers.com.au
Professional Risk Managers (PRM) is a specialist insurance consultant and risk manager with specific expertise in the placement and servicing of financial lines insurances for medium to large Accounting Firms. Our services are aimed at Firms seeking value and expert opinion from their broker. PRM is a Corporate Authorised Representative of Insurance Advisernet Australia Pty Limited (AFS Licence No. 240549).Top
- Risk Partners
Exposure focused broker specialising in PI insurance. Extensive experience in securing comprehensive and competitive insurance for accounting firms. Visit www.risk-partners.com.au
Contact: Andrea Helfrich
Telephone: (03) 9909 4415
Email: ahelfrich@risk-partners.com.au
Contact: Mark Parris
Telephone: (03) 9909 4412
Email: mparris@risk-partners.com.au
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- Trans-West Insurance Brokers Pty Ltd
Specialise in professional indemnity insurance for accountants and finding the most adequate cover for your firm. You can download a proposal form from their website or complete the information and submit your information electronically. Electronic submissions will help reduce the turnaround time in obtaining quotations.
Contact: Chris King (02)9601 7166/0411 442 194 Top
- Willis Australia Limited - Professional Risks Practice
Specialist provider of Professional Indemnity and all other Financial Lines insurances, including Audit, Consultancy, Financial Planning, Funds Management, General Accounting, Insolvency, M&A / Due Diligence, Private Equity and Venture Capital managers and Taxation. Offices throughout Australia, New Zealand and all major centres globally. Insurance Brokers and Risk Managers to many well known major Australian and Multinational practices.
James Walker- National Manager - Professions
Tel: 02-9285 4008 Fax: 02-9283 5268
Email: walkerj@willis.com
Paul Bowen - NSW Practice Manager,
Tel - 02 9285 4000 Fax - 02 9283 5269
E-mail:bowenp@willis.com
Tanya Ferguson - VIC Practice Manager,
Tel: 03-8681-9710 Fax: 03-8681-9888
E-mail:fergusont@willis.com
James Whalland - SA Account Manager,
Tel - 08 8223 1200 Fax - 08 8223 7223
E-Mail:whallandj@willis.com
Thomas Moorman - WA Practice Manager,
Tel: 08- 9420 9210 Fax: 08- 9481 1977
E-mail:moormant@willis.com
Roger Smith - QLD Account Manager,
Tel: 07-3004 8511 Fax: 07- 3221 2552
E-mail:smithr@willis.com
The Willis Index, Accountants' and Auditors' Newsletter
Web site : www.willis.com Top
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