Insurance Mentor

What Insurance Mentor does

Insurance Mentor is a privately held Australian insurance brokerage headquartered in Broadbeach, Queensland, with additional offices in Sydney and Byron Bay. Founded in 2010, the firm operates as an Authorised Representative of Aviso Group Partners (AFSL 481393) and as a member of the Resilium Insurance Broking network, providing it access to major Australian insurers and direct access to Lloyds of London. The company delivers risk management and insurance placement services through a team of approximately 16-17 qualified advisers and account managers, led by Managing Director Scott Stewart and Director Lizzie Nelson.

The firm distributes a comprehensive portfolio across two segments: commercial insurance (Business Packages, Commercial Motor, Cyber, Farm, Fleet Motor, Heavy Motor, Industrial Special Risks, Marine, Professional Indemnity, Public Liability, Trade, and Workers Compensation) and personal insurance (Boat, Car, Caravan/Trailer, Home and Contents, Landlords, Residential Strata, and Travel). Distribution is conducted via face-to-face adviser consultations, phone and email channels, and an online claims submission form. Notable named clients include UNITA Construction, Diggermate Mini Excavator Hire franchise, Ryal Harris Racing, and Paradise Point Bowls.

Insurance Mentor earns revenue primarily through brokerage commissions paid by insurers for placing client coverage, supplemented by ongoing policy management and claims support services. The firm has been named a Resilium Gold Practice for four consecutive years, and in 2024 its Managing Director was a NIBA Broker of the Year finalist in Queensland. The company is not venture-backed and operates entirely on a founder/management ownership basis, with no disclosed financial metrics.

Name

Insurance Mentor

Legal name

Insurance Mentor Pty Ltd

Website

https://insurancementor.com.au

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Insurance Mentor is a privately held Australian insurance brokerage headquartered in Broadbeach, Queensland, with offices in Sydney and Byron Bay. It places commercial and personal insurance for SMEs and individuals as an Authorised Representative of Aviso Group Partners, serving thousands of customers.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYFSAEADAA

Retail (Personal Lines) Insurance Brokerage

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

Keywords

• Commercial insurance brokerage
• Personal insurance advisory
• Risk management services
• Business insurance solutions
• Insurance claims support

Headquarters

HQ city

Broadbeach

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Insurance brokerage commissions and fees: Insurance Mentor operates as an insurance broker earning commissions from insurance providers for placing client coverage. As an authorized representative of Aviso Group Partners, the firm provides risk assessment, insurance placement, and ongoing policy management services to commercial and personal clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Insurance Mentor is an Australian insurance brokerage firm that provides tailored commercial and personal insurance solutions. Operating as an Authorised Representative of Aviso Group Partners (AFSL No. 241185), the firm accesses a wide panel of Australian insurers and international markets (including Lloyd's of London) to advise clients across hospitality, construction, manufacturing, retail, professional services, and personal lines such as home, contents, motor, and travel insurance.

Product overview

Insurance Mentor is an authorised representative of Aviso Group Partners offering a comprehensive portfolio of commercial and personal insurance products. The commercial offering includes Business Insurance Packages, Commercial Motor Insurance, Cyber Insurance, Farm Insurance, Fleet Motor Insurance, Heavy Motor Insurance, Industrial Special Risks Insurance (ISR), Marine Insurance, Professional Indemnity Insurance, Public Liability Insurance, Trade Insurance, and Workers Compensation Insurance. The personal offering includes Boat Insurance, Car Insurance, Caravan and Trailer Insurance, Home and Contents Insurance, Landlords Insurance, Residential Strata Insurance, and Travel Insurance. These products are distributed through a network of advisers and provide coverage for individuals, families, and businesses across Australia.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial Insurance Broking Tailored commercial insurance broking services for businesses across hospitality, construction, manufacturing, retail, transport, professional services, mining, and trades, advising on property, liability, fleet, plant & equipment, and statutory covers.
• Personal Insurance Broking Personal insurance advisory and placement service covering home, contents, motor, travel, and other personal lines for individual consumers and families.
• Cyber Insurance Specialist cyber insurance placement for businesses, addressing data breach, cybercrime, and system interruption exposures.
• Workers Compensation Insurance Statutory workers compensation cover placement for employers across Australian states and territories.
• Claims Management & Support Dedicated claims support service that guides clients through the end-to-end claims process with their insurers, advocating on their behalf to achieve fair outcomes.
• Risk Management Advice Risk identification, mitigation, and management advisory service provided to commercial clients to reduce exposure and inform coverage decisions.

Quantifiable outcome

• Named Resilium Gold Practice for four consecutive years

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Aviso Group PartnerscoreStrategic or Co-development PartnerInsurance Mentor is an Authorised Representative of Aviso Group Partners Pty Ltd ABN 40 607 665 207 AFSL 481393. This provides access to major insurers in Australia and direct access to Lloyds in London. Both Insurance Mentor Pty Ltd and Insurance Mentor SI Pty Ltd are authorized representatives under this arrangement.
• Resilium Insurance BrokingcoreStrategic or Co-development PartnerInsurance Mentor is an authorized representative of Resilium Insurance Broking and has been named a Resilium Gold Practice for four consecutive years. Resilium is a network of insurance brokers across Australia.
• High Street Underwriting AgencyminorGTM or Marketing PartnerThe team enjoyed spending a day with High Street Underwriting Agency to support Variety's active kids program for children living with disability.
• Paradise Point Bowls & Capalaba Sports ClubsminorGTM or Marketing PartnerAppointed as general insurance advisor and major sponsor for both clubs, supporting them in mitigating risk and sourcing quality insurance solutions.
• Fight 4 YouthminorGTM or Marketing PartnerProud supporters of Fight 4 Youth organisation, sponsoring their girls mentoring program 'Inner Strength' which combines life-skills, activities, mentoring and leadership skills.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Steadfast Group: ASX-listed largest Australian general insurance broker network. Comparable because both operate authorised-representative broker models with national networks; Steadfast is far larger but shares the same Aviso-style aggregator/network structure.
• Aon Australia: Australian arm of global broker Aon. Comparable because both arrange commercial and personal insurance with multi-state Australian footprints; Aon serves enterprise and SME clients overlapping Insurance Mentor's commercial book.
• Marsh Australia: Australian arm of global broker Marsh. Comparable because both broker commercial risks (including construction, ISR, motor fleets) and access international capacity via group relationships analogous to Aviso/Lloyds access.
• Arthur J. Gallagher & Co (Australia): Australian operations of global broker Gallagher. Comparable because both target mid-market commercial and personal clients through adviser-led models, with Gallagher providing scale benchmarks for broker roll-up strategies.

Direct peers

• Honan Insurance Group: Mid-sized Australian insurance broker with multi-state presence and broad commercial/personal offering. Closely comparable to Insurance Mentor in headcount, product breadth, and adviser-led service model.
• Ausure Insurance Brokers: Australian broker network with authorised-representative model similar to Insurance Mentor's Aviso affiliation. Comparable in target market (SME/individual clients) and distribution structure (network of authorised representatives).
• Insurance House Group: Australian mid-market broker with national footprint. Comparable in commercial lines focus and relationship-driven model, with similar scale and vertical specialisation approach.

Others

• Resilium Insurance Broking: Network partner of Insurance Mentor. Comparable as the broker network that confers 'Gold Practice' status; not a direct competitor but a structural enabler for Insurance Mentor's market positioning.
• Aviso Group Partners: Parent/AFSL holder of Insurance Mentor. Comparable as one of Australia's largest general insurance brokers providing the licence, capacity relationships (including Lloyds access), and back-office infrastructure Insurance Mentor operates under.
• Allianz Australia: Major Australian insurer. Comparable as a counterparty in the broker value chain (Insurance Mentor places business with Allianz and similar carriers); relevant for understanding insurer-side dynamics affecting broker commissions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Insurance-Mentor-101333722248854
• LinkedInlinkedin.com/company/insurance-mentor
• Instagraminstagram.com/insurancementor1

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insurance Mentor