Dr Michelle Cull explores the nature of separation and divorce in the context of financial advice, in addition to other potential conflict of interest issues that can arise with client couples. The webinar examines both fictional and real-life case studies to identify ethical issues that can arise when advising client couples, including during a relationship breakdown, and consider the most appropriate action to take. After attending this webinar, attendees should be able to:
• Understand the nature of separation and divorce in the context of financial advice.
• Recognise when a conflict of interest arises for clients who are members of a couple.
• Identify a range of ethical issues that may arise in advising client couples, including during relationship breakdown.
• Apply the Financial Planners and Advisers Code of Ethics to situations involving client couples.
Navigating financial advice ethics: client couples and conflict of interest
ESG Insights
Join us for our ESG insights webinar where Frances Taylor, Head of Investments and Managed Portfolios for North, facilitates a live Q&A with industry experts including Jeremy Dean (Head of Regnan and Responsible Investment Distribution, Pendal Group), Estelle Parker (Executive Manager, RIAA) and James Harwood (Senior Portfolio Manager, ESG Strategies, Russell Investments).
Expiry: 7 June 2024
TapIn’s EOFY strategies webinar
Robert Simon & Deepali Joshi
Are you ready for the EOFY? Get up to speed with the 30 June tax and super strategies and optimise your clients’ ability to accumulate and protect their wealth.
Duration: 60 minutes
Find out moreStrategies to build comfort and confidence in retirement
Ben Hillier | CPD 0.75
Ben discusses a first of it’s kind, innovative retirement income solution, designed to help your clients achieve comfort and confidence in retirement.
Duration: 45 minutes
What you need to know
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You can read the AMP Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hardcopy by contacting us on 1800 667 841.
MyNorth is a trademark registered to NMMT. MyNorth Super and Pension is issued by N.M. Superannuation Pty Limited (ABN 31 008 428 322, AFSL 234654). MyNorth Investment is operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFS Licence No. 234652. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser.