Welcome to Alexis Insurance Brokers

Alexis Insurance Brokers Pty Ltd is a specialised financial services insurance broking firm based in Sydney, Australia.

Our clients are Australian Financial Services Licensees, financial planners and fund managers, who provide wealth management, risk and financial planning services to retail and wholesale investors.

We partner with them to provide tailored risk protection and professional indemnity insurance solutions.

We are dedicated to the financial and funds management industry.

Our service offering includes

The Alexis team has over 20 years experience within the financial services industry ranging from legal, compliance, dispute resolution and insurance broking services.

We provide risk protection advice and services on:

  • Professional Indemnity Insurance
  • Directors and Officers Insurance
  • Trustee Liability Insurance
  • Representative Insurance
  • Premium Finance Funding
  • Claims Management

 

We assist financial services participants with obtaining AFSL and Representative professional indemnity in line with professional membership, ASIC Regulatory Guide 126 and Corporations Act 2001 requirements.

 

Alexis Insurance Brokers Pty Ltd is a Corporate Authorised Representative (No. 326574) of Alexis Wealth Advisors Pty Ltd ABN 49 119 785 296. Australian Financial Services License No. 309481.
Alexis Financial Services Guide

Alexis Insurance Brokers