This forum is moderated by Holley Nethercote Commercial Lawyers (hnlaw.com.au). We’re a law firm that specialises in Financial Services. We also run a training business – Compact Compliance and Training (ccct.com.au). In our experience FOFA assistance normally falls into three categories.
3. Reviewing personal advice delivery methods (processes, templates) in light of best interest duty etc.
We’re Melbourne-based but have clients Australia wide. We do not have a particular contact based in Brisbane to whom we would refer you. If you think we can be of help, don’t hesitate to contact us via email (email@example.com) or drop us a line (03 9670 8200).