Lifeplan keeps it in the familyBY MICHAEL HOBBS | THURSDAY, 2 OCT 2008 12:05PMLifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. |
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Shail Singh
LEAD OMBUDSMAN INVESTMENTS AND ADVICE
AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY
AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY
To be successful as Australian Financial Complaints Authority's (AFCA) lead ombudsman for investments and advice, one requires empathy, impartiality, and rationality. Shail Singh shares how he also uses legal and financial advice expertise to help consumers, small businesses, and member firms. Karren Vergara writes.