Commitment to education and continuous learning

Aeran’s Jane Campbell and Simon McKeough attended the Financial Adviser Association of Australia National Congress in Perth in late November 2025.

It was a great opportunity to ensure that we are up to date with all aspects of our work, including relevant legislative and regulatory changes.

One of the most interesting and relevant sessions was a behavioural expert who explored the ethical and professional risks and challenges in providing financial advice to people who are stressed as a result of a life changing event such as death, disability or injury.

He covered issues such as the reduced window of tolerance, the strong present-focus, loss aversion and inattention to consequences. He included helpful guidance on what to do and what not to do in this context.

He ended by emphasising the incredible value of the long-term relationship with a trusted financial adviser, perhaps similar to that of a doctor, in helping people navigate through the journey of life.

#Personal injury compensation, #Financial advice, #FAAA