Disclosure Documents (Pt 1) – Advice documents – Finding the Goldilocks balance: making disclosure not too much, not too little

21 May 2026

Topical Webinars

Glenjon Aligiannis
Senior Associate
Disclosure Documents (Pt 1) – Advice documents – Finding the Goldilocks balance: making disclosure not too much, not too little

In this first of a 2-part series, we will focus on key advice disclosure requirements and how to strike the balance between ensuring your legal requirements are met while still making them understandable to the end-user.

Our Senior Associate Glenjon Aligiannis explains what these legal requirements are. He is joined by Paula Draney from Tangelo Consulting, and together they discuss how the end-user can bring those requirements to life to in a more useful way.

What's covered

  • Financial Services Guides (FSGs)
  • Statements of Advice (SOAs)
  • Records of Advice (ROAs)
  • Website Disclosure Information
  • Insurance Commission Consents

Non-Subscriber Price

Price: $125

GST: $12.50

$137.50 inc GST

CPD Details

1.0 hours

Categories:

  • Regulatory Compliance and Consumer Protection

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