Published on 18 Oct 03
by TASMANIAN DIVISION, THE TAX INSTITUTE
This presentation covers the following topics:
- key licensing and disclosure requirements of the FSR Act including a discussion of 'financial product advice' and 'incidental advice'
- major issues, impacts and options for superannuation, accounting and legal professionals
- how to plan and be ready for the changes ahead, and what tools and systems may be needed.
Germana is the Manager of Consulting Services at Accent Consulting in Melbourne. She has considerable experience in the
financial services industry in a number of roles, including financial accountant, paraplanner and compliance officer. Germana has most recently focused on the impact of the Financial Services Reform Act on the accounting & legal industry, and in particular, on current practices across the industry, with emphasis on creating compliance models of 'best fit' for these practices.
Current at 25 August 2003 Current at 19 November 2004
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