Negligence of Financial Planners – Webinar

Retirement Nest EggIn 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.

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