The Financial Planning Association of Australia The Financial Planning Association of Australia

FPA Sydney Chapter Breakfast Event

Friday 30 August, 7:15 am – 9:00 am

*This event has now sold out, if you wish to attend please email the FPA Events team at e[email protected], to go on to the waitlist. 

“An inside look: Viewing your files with an ombudsman’s lens”

The FPA Sydney Chapter Committee invites you to breakfast and a presentation on Friday 30 August at KPMG Sydney.

From 1 July 2019, the Australian Financial Complaints Authority (AFCA) will have its jurisdiction extended to be able to hear complaints in relation to financial services dating back to 1 July 2008. 

This session will provide an insight into how AFCA go about reviewing files and provide some guidance on how to enhance your business’ processes to have your files present you in the best light should you be subject to a consumer complaint.

Our speaker, Shail Singh, Ombudsman at AFCA will highlight an unique ways in which planners can look to refine their processes and record keeping to best present themselves should they be subject to a consumer complaint.

Event Details
Date: Friday 30 August
Registration: 7:00 am
Time: 7:30 am – 9:00 am
Venue: KPMG
            300 Barangaroo Ave, Sydney
            Breakfast will be provided

RSVP: Monday 26 August
Cost: $25 Members | $30 Non Members
           Part of the proceeds will be donated to the Future2 Foundation
CPD hours will be awarded for this event.

Venue: KPMG
Address: 300 Barangaroo Avenue, Barangaroo NSW 2000

Member = $25.00, Non-Member = $30.00

Contact: [email protected]