Cowell Clarke’s Financial Services Team lawyers Richard Hopkin and Zac Mizgalski were recently featured in Professional Planner following their insights shared during a firm-hosted webinar examining a unique Australian Financial Complaints Authority (AFCA) determination.
Richard and Zac made recommendations for financial firms that are members of AFCA and suggested they take a close look at their wholesale client policies and consider how they apply the policies in practice.
Original article on Professional Planner (published 20 March 2025).