Negligence of Financial Planners - Webinar
In this month's Webinar, Fiona Bateman and I are examining actions against financial planners and investment advisers for negligent advice.
We are involved currently with many actions against financial advisors including:
Managed Investment Schemes
Margin Lending
Inappropriate Investments
In this webinar, we will be discussing the common characteristics that we have found in almost all successful actions including:
Hidden fees;
Investments that would never make the return promised;
Statement of Advice and the client's Risk Profile;
The cashflow effects of margin loans;
Conflicts of Interest
If you have suffered from negligent advice from your financial advisor or have clients in the same predicament, this webinar is essential to understand the issues that we find as forensic accountants
A video replay of the webinar and the slides is available in the Lawyers Section of Dolman Bateman.
Already a member, click here.
Disclaimer: The information provided in this article is general in nature and does not constitute personal financial, legal or tax advice. All content relates to the current financial year only. Future changes to tax laws, thresholds or administrative requirements may affect the accuracy or relevance of this information, so you should always confirm that the guidance remains current. While every effort has been made to ensure accuracy at the time of publication, Dolman Bateman accepts no responsibility or liability for any loss or damage arising from reliance on this information. You should seek professional advice tailored to your circumstances before making any financial or tax decision.
