Ian Taylor, Chair of the Tax Practitioners Board

Topic:Your registration with the Tax Practitioners Board

During Ian’s presentation he will beproviding you with information about your obligations as registered tax (financial) adviser.

During this presentation You will learn about how to prepare and renew your registration, and in particular:

– Ongoing obligations
– Qualifications and experience requirements
– Sufficient number for partnerships and companies

Dr June Smith, Lead Ombudsman, Investments & Advice at the Financial Ombudsman Service (FOS) Australia

Topic:How to bullet proof your business – How disputes can be central to business progress

Dr June Smith will offer insight into the types of disputes that reach FOS and equip you with the knowledge and strategies to enhance your internal processes.

A look into the below key areas will assist to build resilience, reduce risk and engage in effective professional relationships:
– Knowing your client
– Risk profiling
– Knowing your product and strategy
– Best interest duty
– Risk disclosure
– Client data and documentation

Dante De Gori, FPA General Manager of Policy and incoming CEO of FPA

Topic:FPA policy and regulatory update

During Dante’s presentation you will hear about:
– FPA General policy and regulation update
– FPA’s Canberra interactions
– Professional conduct that advisers should display

WA Chapter Sundowner Member Seminar: Member = $55.00, Non-Member = $99.00
WA Chapter Sundowner Member Seminar Table of 8: Member = $440.00, Non-Member = $440.00