Financial ombudsman Susan Taylor will present the latest trends in consumer complaints against financial advisers, and outline best practice to deal with unhappy clients during a Financial Advice NZ webinar.
Taylor, CEO of Financial Services Complaints, will share lessons learned from resolved complaints and discuss recent cases involving advisers.
She will highlight what went wrong and provide insights on how to avoid similar pitfalls.
As the head of independent not-for-profit dispute resolution service, Taylor has more than 20 years’ experience in financial sector dispute resolution, and is highly respected in the industry.
She is a member of the Australian and New Zealand Ombudsman Association, a professional body that upholds high standards of independence, impartiality, and effectiveness in customer dispute resolution.
The 1CPD hour webinar starts at 10am, Wednesday 26 July, and is free for Financial Advice NZ members, or $50+gst for non-members. Click here for more information and to register.