Accountants' Exemption - The no advice option

Description

Join us for the webinar to gain a deep understanding of what is financial advice? When you are at risk of giving it and what you should do to stay the right side of the Corporations Act?

The session will focus on the option of 'don't provide financial advice' in detail so that you can understand what you can and you can't do without a licence and what you need to do to protect yourself.

Practical tips will be provided during the session as well.

Webinar Learning Outcomes:

A comprehensive understanding of what is financial advice.

Suited to:

Accountants and financial advisers.

Presenter Bio:

Kevin Smith established and runs The Professional Super Advisers – one of only a handful of truly independent financial advisory companies with its own AFSL and Tax Agent Licence.

You will be provided with:

• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter

So you don't want to give financial advice?

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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One-Connection-One-Fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.