A webinar looking at the complaints process is being held by Financial Advice NZ on Wednesday 30 November starting at 10am.
The organisation’s CEO Katrina Shanks says that while keeping in mind good client outcomes, advisers will also have the ethical considerations about what is the ‘right thing’ to do when they hit a crossroads with a client.
“We may not always agree with the outcome, but there’s a point at where we need to move on professionally,” she says.
On the panel are:
- Susan Taylor – Financial Ombudsman and Chief Executive Officer – FSCL
- Rupert Gough – Industry expert
- Michaela Hunter – Senior Manager, Governance, Conduct and Quality – Fidelity Life
- Jane Arnott – Director of The Ethics Conversation
One CPD hour will be allocated for the webinar. The online event is free for Financial Advice NZ members and $50+gst for non-members.
Register here.