Information for advice professionals only.
The (lady) doth protest too much ... maybe Shakespeare was on to something when it comes to ethical considerations. If we spend too much time trying to defend our position, is that an indication that maybe we had doubts about our choices? In this session, we will explore a range of ethical scenarios from financial planning and the broader environment to identify where ethical dilemmas arise, and possible ways to resolve these.
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Episode 118 | Margin Lending
This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
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Episode 116 | Australia’s economy, geopolitics and US fiscal uncertainty
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.