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Keeping it confidential

When: Wednesday, December 16, 2020

What Time: 3:00 PM - 4:00 PM AEDT

Where: Online - join via your computer!

Presented by: Julie Berry

Cost: Complimentary

About the Webinar

Understand your obligations when it comes to confidentiality of client information under the Code of Professional Conduct, privacy legislation and how it relates to providing information to third parties. We also provide an update on using and disclosing a client’s TFN and the use of TFN information in email communications.

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Julie Berry

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.