In FOS Dispute 247048 a decision was handed down in favour of the financial services provider (FSP) on the basis that the dispute fell outside the FOS Terms of Reference. Nevertheless there are still good lessons for advisers in this dispute. The Applicant was a dairy farmer who described himself as a person with limited
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Compliance