financial planner

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  1. J

    VIC Employee Committed Fraud - What to Do?

    - An employee (financial planner) forged another employee's (also financial planner) signature on SMSF establishment documentation. - Same employee used a business credit card without approval to pay for the documentation to establish their own SMSF. - Employee has advised another firm that...
  2. R

    WA Am I Required to Pay Financial Planner's Lawyer Fees?

    HI, I would like to take a financial planner to court for not providing appropriate advice. On the assumption that I have a case, and I wanted to represent myself, what would be some of my risks? In particular, I am aware that if I were to lose the case, I would have to pay some court fees...