Wealth Management Professionals

Wealth Management Professionals

Sequoia Insurance Brokers has built a wealth of knowledge across the financial services sectors ranging from boutique firms through to large dealer groups. We understand that no licensee is the same and each practice will have its own distinct risk profile and niche customer segment. We understand the broad underwriting guidelines which the participating Insurers look for when assessing your business and risk management framework.

We would love to review your insurance program and have expertise in the following sectors: -

  • Financial Planners
  • Stockbrokers
  • Corporate Advisors
  • Fund Managers
  • ASX listed entities
  • We can customise your policy needs with respect to the following:-
  • Professional Indemnity
  • Directors & Officers
  • Management Liability
  • Cyber Insurance
  • Fidelity & Crime Liability

Find out how Sequoia Insurance Brokers can help protect your wealth management business with our insurance solutions.

Get in contact with us today for more information.