Vulnerable Older Clients and Ethical Challenges in Practice


What do you need to consider when working with vulnerable older clients at risk of abuse, or exhibiting signs of mental incapacity?

This webinar will explore elder issues facing professional advisers with vulnerable older clients. The effect of elder financial abuse on an individual can have profound consequences in later life. Practitioners both as trusted advisors and professional advisors will be confronted with situations of actual or suspected financial abuse of their older clients.

We will cover the following:
• Background – what is elder financial abuse, why does it occur and what is a professional adviser’s role?
• Warning signs – intentional and unintentional abuse, clients and capacity issues
• Managing – ethical considerations, dealing with powers of attorney or administrators, best practice for your organisation and risks facing professional advisers
• Responding – how to have difficult conversations with your clients

Webinar Learning Outcomes:
Understand what elder financial abuse is, how to manage the risk in your practice and how to assist your clients.

Suited to:
Industry Professionals, Financial Planners, Para Planners, Accountants and Lawyers.

Presenter Bio:
Jessica Latimer is a senior solicitor specialising in dispute resolution and elder law. Jessica heads up Moores’ elder financial abuse practice with a focus on assisting vulnerable older clients to recoup financial losses.

Rachel Lane is the Principal of Aged Care Gurus where she oversees a national network of specialist advisers. She has co-authored a number of books including the very popular “Aged Care, Who Cares?” with Noel Whittaker and writes a regular column for Fairfax Money. Rachel has specialized in Retirement Living and Aged Care for over a decade and holds a Masters in Financial Planning.

Your webinar purchase includes:
• PowerPoint presentation
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter

Date of Original Broadcast

31 October 2019

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

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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.


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.