detailProfessional Negligence

Professional Negligence Claim against a Financial Planner

Professional Negligence Claim against a Financial Planner

The three main elements that need to be established when pursuing a professional negligence claim are:

  1. That the professional owed you a duty of care
  2. That the professional breached that duty, performing work below the acceptable standard; and
  3. That you suffered losses as a result, being injury or damage due to the breach of duty by the professional.

To make a professional negligence claim, a person will need to satisfy the court that: There was a duty of care owed by the professional. The professional breached their duty of care. They suffered loss or damage because the professional breached the duty.

An additional claim against a person who holds themselves out to be a financial adviser but does not have the requisite qualifications and approvals to provide financial services is fraud.

To be a Financial Adviser, a person needs to [Education, Experience, Training, qualification  requirements]

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