Presenter: Louise Biti CFP^®, Director, Aged Care Steps

Many financial advisers deal with ageing clients or clients who present with complex family needs. This session brings the FASEA Code of Ethics to life when working with vulnerable clients, including those who lack capacity, have special needs or are experiencing major life upheavals.

This session will use case studies to consider:

• The focus on client best interest against broader family needs
• Ethical dilemmas and informed decision-making
• Using ethics to evaluate appropriate strategic outcomes
• Tools for mapping financial decisions against personal outcomes.

Register for the event.