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Accountants and financial planners

AB Phillips is a leading provider of insurance services to the accounting and financial planning industry.

With over 2,500 practices & planners presently holding their insurances with AB Phillips, we have the strength and industry specific knowledge to ensure your practice is protected. We offer tailored solutions for businesses of all sizes and maintain exceptional local and offshore insurance facilities.

Accountancy

Because we cover such a wide range of Accountants working in Public Accounting Services and have such a depth of experience, we are often consulted by the Accounting Bodies with regard to specific practices and have provided submissions to both ASIC and the Professional Standards Council.

Our policy’s cover practices involved in Accounts Preparation, Taxation, Auditing, Insolvency, Mergers and Acquisitions, Business Valuations and Management Consulting.

Financial Planning

We manage a large portfolio of planners, risk advisers and superannuation advisors which includes large national corporate entities and small individually owned practices. Our policies are specifically shaped to meet the needs of the industry and have the RG126 requirements as the core. However it is our intention is to work with our clients and the industry bodies to continue to ensure appropriate risk management disciplines are being enshrined in planning operations, and are then being taken into account by underwriters, both in terms of policy design and in risk assessment and pricing.


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