by Michael Perkins | Sep 13, 2021 | Autonomy Evaluation, Financial services, Medico-legal, Private Client Services, Research
Autonomy First is excited to announce that we are partnering with Deakin University to support a new research project, Financial Decision-Making Capacity – A Challenge for Advisors. The project is engaging primarily with financial service professionals and the tools...
by Michael Perkins | Jul 17, 2021 | Education & Training, Employment, Private Client Services
Should lawyers, financial planners and accountants simply do what clients say? In a recent Capacity & Capability Awareness Workshop delivered to a group of CPAs, Michael Perkins was asked, “Is it not our job to do what our client tells us?”. Michael’s answer...
by Michael Perkins | May 29, 2021 | Autonomy Evaluation, Opinion, Private Client Services, Trusts and Estates
Introduction All solicitors bound by the Australian Solicitors’ Conduct Rules must comply with the following: 8. CLIENT INSTRUCTIONS 8.1 A solicitor must follow a client’s lawful, proper and competent instructions. By contrast accountants are bound to the...
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