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Ethics for tax (financial) advisers
When: Tuesday 21st April 2020
What Time: 1.00pm - 2.00pm AEST
Where: Online - join via your computer!
About the Webinar
Tax (financial) advisers are bound by the Code of Professional Conduct which is regulated by the TPB.They’re also subject to the Financial Adviser Standards and Ethics Authority’s (FASEAs) new Code of Ethics.This webinar will explore how the Codes will work together, and your obligations and responsibilities.
Julie Berry is a registered tax (financial) adviser and a Certified Financial Planner professional who has practised as a financial planner for more than 30 years. Julie is a Director of Xplore Wealth Limited (ASX:XPL) and Deputy Chair of the Future2 Foundation. Julie has previously served as both Chair and a board member of the Financial Planning Association of Australia (FPA) and Chair of the Institute of Financial Advisers in New Zealand. She is a life member of the FPA and recipient of the Money Management Lifetime Achievement Award. She is a Graduate of the Australian Institute of Company Directors.Julie was appointed to the Board in December 2015 and reappointed in July 2017.