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

FPA Sydney Chapter Breakfast Event


Friday 30th August, 7:15am – 9:00am


“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 30th August at the KPMG Office.
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, Craig Osland has experience performing in an ombudsman role as well as previously working as a financial planner for over 10 years. His unique range of experience allows him to highlight 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 30th August
Registration: 7:00am

Time: 7:15am – 9:00am
Venue: KPMG
              300 Barangaroo Ave, Sydney
              Morning Tea will be provided

RSVP: By, Monday 26th 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

 


 

Chapter: NSW SYDNEY
Venue: KPMG
Address: 300 Barangaroo Avenue, Barangaroo NSW 2000
Cost:

Member = $25.00, Non-Member = $30.00

Contact: [email protected]

To attend this event, book now via our:

Member Centre