Financial planning – ethics and the ageing Australian population

Deakin Webinar Series

Thursday 17 October 2019 at 12pm AEDT

Learn how to provide ethical advice to the ageing population of Australia

With the recent changes in education standards by FASEA, professionals in the finance, tax and business world may need to complete further study to be fully compliant in their practice. On top of this, an existing challenge faced by financial planners is assuming capacity and obtaining contractual consent when dealing with an ageing client base.

This webinar will explore capacity evaluation, cognition and implementing supported decision-making and, in particular, the role played by impaired cognition on financial decision-making.

Our presenters will provide a framework for navigating questionable or diminished capacity with ageing clients, detailing:

  • best-practice approach to the issue of diminished or questionable capacity
  • current neuroscientific knowledge of how the ageing brain affects financial decision-making
  • what questions should be asked and how to deliver such questions
  • what can be learned from the client’s responses when evaluating a client’s capacity.

Webinar attendees will also be eligible to gain Continuing Professional Development (CPD) points.

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Presenters

Dr Adam Steen

Dr Adam Steen
Professor of Practice, Department of Accounting, Deakin Business School

Dr Steen is the head of the Academic Community of the Society of Trust and Estate Practitioners (STEP) and a Fellow of CPA Australia. He has undertaken consultancy assignments for local and global bodies such as the Commonwealth Government, World Bank and Government of Indonesia. 

Michael Perkins

Michael Perkins
Special Counsel, Nexus Law Group


Michael is Special Counsel at Nexus Law Group in Sydney. He is a passionate advocate of the role of socially responsible estate planning and of the contributions professionals and individuals can make to the community through the management of their affairs.



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