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Bring in the Experts Webinar – Understanding complaints: Trends, case studies and best practices for financial advisers

July 26, 2023 @ 10:00 am - 11:00 am NZST

In this insightful webinar, join Susan Taylor, Financial Ombudsman and CEO of Financial Services Complaints Ltd (FSCL) and deepen your understanding of complaints and trends within the financial services industry. Committed to resolving complaints in a fair and impartial manner, Susan will share lessons learned from resolved complaints and discuss recent cases involving advisers. She will highlight what went wrong and provide valuable insights on how to avoid similar pitfalls.

As the head of FSCL, an independent not-for-profit dispute resolution service, Susan Taylor brings a wealth of experience to her role. Prior to her appointment as CEO of FSCL in October 2010, she served as the Deputy Banking. With over 20 years of experience in financial sector dispute resolution, she is highly respected in the industry. Susan is also a member of the Australian and New Zealand Ombudsman Association (ANZOA), an esteemed professional association that upholds high standards of independence, impartiality, and effectiveness in customer dispute resolution.

Don’t miss this opportunity to gain valuable insights from Susan’s extensive experience in resolving complaints and promoting fair practices in the financial advisory industry. Register now to secure your spot.

If you register early you will be sent an email with a link directly to the webinar.

Free for Members | $50+gst for non-members

Earn 1 CPD hour. CPD certificates for members will be sent via email within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page. If you’re using Ontrack by Kaplan Professional, certificates can be accessed within the platform and will not be emailed.

Details

Date:
July 26, 2023
Time:
10:00 am - 11:00 am
Event Category:

Organiser

Financial Advice New Zealand
Phone:
0800 432 101
Email:
info@financialadvice.nz
Website:
https://financialadvice.nz/

Venue

Online