Navigating the complexities of supporting clients through separation or divorce, with a focus on fairness, sensitivity and ethical responsibility.
Learning outcomes
- Ethical considerations when your clients separate
- Contrasting obligations of financial advisers with the legal profession
- Is it ethical to retain a client who is getting divorced if you’ve previously advised both members of the couple?
- How well do you know the other partner?
- Is it ethical to advise on the breakup of joint assets?
- Approach to handling referrals from a family lawyer
- Understanding the divorce process in Australia
- Considerations when a new client comes to see you who is getting divorced
- Understanding for Binding Financial agreements including pre or post nuptial.
