Case studies

Retiree Olivia and her wife were victims of inappropriate advice from their financial advisor in relation to their SMSF.

Amilia and her husband sought advice from a financial advisor as they became closer to retirement age. They assumed the advisor would act in their best interest.

Single parent Elizabeth was offered a redundancy after a long and successful career. She chose her financial firm carefully because they were specialists in defined benefit superannuation.

Terri and Ross made two separate investments totalling $12,500 of their money in two unlisted companies on the recommendation of the Securities Dealer.

We were well supported through the CSLR process, all the steps were explained clearly and the whole process helped in restoring our confidence in using a financial advisor knowing that this safety net was there to protect us.

Pam qualified for compensation through the Compensation Scheme of Last Resort, which is restoring her faith in the financial services system.