Information for advice professionals only.
The role of the financial adviser comes with significant responsibility. Custodian of a client’s wishes and desires. Counsellor and guide through the myriad of possibilities and ethical dilemmas that arise – not only for your client, but also for you as an adviser. Whilst not a tangled web, navigating your way can be sticky at times as you deal to the multiverse of completing obligations.
In this ethics based session, we look at a range of ethical scenarios to consider what options are available to assist you on your journey.
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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.