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.
Accountants and financial advisers.
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?