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If you’ve trusted a financial advisor and they’ve let you down, you may be able to claim compensation for the loss you’ve suffered.
If you've relied on incorrect, conflicted or simply poor Financial Advice, you may be entitled to compensation. By law, most financial professionals have a duty of care to provide you with appropriate advice for your circumstances. If you’re facing a loss due to inappropriate advice our expert team can ensure that your claim is assessed with speed, diligence and integrity.
Holman Webb Brisbane operate on a “no win, no fee” basis, which means that you only pay our fees if your case is successful. Whether you want to make a Financial Loss claim against your Financial Advisor, understand a breach of duty of care, or just seek some advice, get in touch with us via the phone or using the contact form below.
When it comes to Financial Loss we’ve seen countless different types of claims where the innocent consumer has suffered substantial loss, particularly in the last few years. From small one-off’s through to complex multiple victim cases our expert Financial Loss team can help you to work out how best to pursue a claim and recover losses.
Yes! Whilst they vary by state, depending on the legislation, the time limit to bring a Financial Loss claim against your advisor varies. Don’t delay, if you’ve been left out of pocket by poor Financial Advice, get in touch today.
Yes. Why? Simply put Financial Loss claims can be complex and daunting for the innocent consumer. Our expert team of lawyers are best placed to advise you of your rights and the correct course of action. Don’t put it down to a lack of experience, accept "these things happen” or risk going it alone. Contact us for your obligation-free consultation.
Being Client First means we’re always available. Our Expert Legal team boasts over 50 years of combined litigation experience, meaning you won’t be treated like a number or handed over to a junior lawyer. You’ll deal with a lawyer that knows your case completely, and critically that you trust.
NO OBLIGATIONS - FREE INITIAL REVIEW AND CONSULTATION
If you have sought advice from financial advisor you are entitled to expect that the advice has been given with skill and care. Your financial advisor must have a reasonable basis for the advice and ensure that the advice which is recommended is suitable for your personal circumstances, goals and objectives. This includes understanding the level of risk that you as an investor are willing to take. If your financial advisor has failed to take into account one or more of these factors the advice could be considered to be inappropriate. There are also many other potential circumstances where the advice could be considered to be inappropriate, including:
If you have suffered loss as a result of similar advice and/or circumstances you may be entitled to compensation.
The first step in the investigation process is to obtain documents from the investor which identifies the nature of the investments and the monetary value of the loss alleged to have been suffered. In our experience the following key documents are required to consider the claim:
As a part of our investigations we will work with you to help identify this documentation and how to access this information. We can often assist you obtaining copies of this information from third parties.
We will also need from the investor an understanding of their personal background, the reasons why they sought the advice and/or the basis to the recommendations given by the advisor.
People who may be liable to you include:
Professionals such as accountants, stockbrokers, financial advisors, financial planners, owe duties to their clients. Examples of failings include:
NO OBLIGATIONS - FREE INITIAL REVIEW AND CONSULTATION