Information for advice professionals only.
Practicing ethical decision making can help maintain a compliant, honest, transparent and client focussed organisational culture. In this session, we will introduce a 7 step ethical decision making model and identify how you can use ethical reflection to meet the Safe Harbour provisions and Code of Ethics. Using case studies of common client scenarios we will demonstrate how ethical practice can assist you in your decision making and help support quality advice outcomes and processes.
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With great power comes great responsibility
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.
2022/23 contribution strategies
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.