Description
In an era where digital tools and artificial intelligence are reshaping financial advice, the role of ethics and trust has never been more critical. This session, led by Dr Michelle Cull, will explore the evolving ethical landscape in financial advice, focusing on the intersection of technology, trust, and professional responsibility.
Drawing on the latest research and case studies, Dr Cull will examine the fundamental characteristics of trust in financial relationships and the ethical dilemmas including those posed by emerging digital tools and AI-driven decision-making. Attendees will gain insights into the major ethical challenges confronting financial professionals and practical strategies for ensuring compliance with the Financial Planners and Advisers Code of Ethics.
By engaging with ethical frameworks, reviewing key literature, and analysing contemporary case studies, this session will provide financial professionals with a roadmap to navigate the complexities of ethical decision-making in the digital age. Don’t miss this opportunity to strengthen your ethical practice and safeguard client trust in an increasingly tech-driven world.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Professionalism and ethics (1 hour)
ASIC knowledge areas and hours: Ethics (1 hour)
PRESENTED BY
DR MICHELLE CULL
Associate Professor, Accounting & Financial Planning at Western Sydney University
Dr Michelle Cull is an Associate Professor in Accounting & Financial Planning in the School of Business at Western Sydney University. She has taught accounting and financial planning for over 20 years and published numerous peer-reviewed journal articles and textbooks in financial planning. Her work has featured in Money Management, Professional Planner, Money and Life, Sunrise, ABC News, Herald Sun, The Daily Telegraph and on radio. Michelle has also held various leadership roles including as Associate Dean and Director of Academic Program.
Michelle is co-editor of the FAAA’s Financial Planning Research Journal, President Elect for the Academy of Financial Services in the United States, Chair of the Financial Planning Education Council, and on the advisory boards of Ecstra Foundation and Adviser Ratings.
Michelle led the development of the WalletSmart App, co-founded the Western Sydney University Tax Clinic and developed the Personal Finance Basics Micro Credential. She is an FCPA and member of the FAAA. In 2021, Michelle received Western Sydney Women’s Western Sydney Educator of the Year Award.
Prior to becoming a full-time academic, Michelle worked for 15 years in accounting and finance roles at ASX-100 listed companies. Michelle has also worked as a consultant.
Michelle has previously served as Deputy President of CPA Australia’s NSW Divisional Council and currently volunteers as academic member of the UniSuper Consultative Committee, and on the Women’s Committee of Canterbury Bankstown Chamber of Commerce.
