Elder abuse is a growing concern in our ageing society—and financial abuse is one of the most common forms it takes. Often perpetrated by those in a position of trust, it can present as subtle manipulation, undue influence, or even the complete loss of financial autonomy. As a financial adviser, you are in a critical position to recognise when something isn’t quite right.

This session explores how elder abuse can unfold within financial planning relationships, often hidden beneath the surface of well-meaning family involvement. You’ll learn how to identify the signs of diminishing capacity, undue influence, misuse of Enduring Powers of Attorney, and other red flags. Importantly, you’ll also explore how to adjust your advice process to preserve dignity, autonomy, and voice for older clients—especially in the face of family pressure.

Whether you work regularly with retirees, aged care clients, or families navigating complex transitions, this session will equip you to uphold the highest standards of ethical conduct and protect those most vulnerable to abuse.