Anne McGowan is a foremost expert in this space and developed a range of accredited training programs for industry service providers to act in clients best interests and assist clients, members, customers in an informed, effective, professional way for client safety and security.
Having the right knowledge is absolutely vital for professionals as this is such an important issue to be accross and it's essential to be informed to assist senior retirement clients and those genuinely helping them in the prevention of financial senior exploitation and fraud.
Focused on training excellence Protecting Seniors Wealth is a leading company providing highly effective professional development and consultancy for banking, superannuation, wealth management, financial advice, retirement planning, aged care specialist corporations.
Founder and CEO
Anne McGowan is Chief Executive, expert consultant, author, training facilitator, keynote speaker bringing a range of skills and extensive knowledge gained over years of investigations into the growing unwanted trend of financial senior exploitation and fraud, working on programs for better solutions to improve outcomes.
Anne's business and consultancy and educator background began in banking. Then as a public relations company managing director and consultant established a successful communications company AM Communications Ltd consulting for prominent corporations and high-level executives. Later utilising this extensive expertise teaching tertiary business communications studies and course development.
Now established as a professional development and consultancy company, Protecting Seniors Wealth is a preferred training partner. Anne strongly believes in the rights of senior retirement and vulnerable people, and highly commends the efforts of dedicated people and the service providers who assist them.
Professional Ethics and Clients Best Interests
Ethical behaviour and acting in clients best interests and meeting clients best interests duty now a requirement by regulators is good for business and involves demonstrating respect for moral principles including honesty, fairness, equality, dignity, diversity and individual rights.
Corporations prefer to maintain their clients for the long term, their business and investment deposits. Senior retirement people prefer to maintain their right to choose, dignity and lifestyle. Focusing on protecting these rights, preventing or avoiding or effectively dealing with situations in the most efficient way possible is in everyone’s best interests.
Anne has been instrumental in Protecting Seniors Wealth’s ability to source and share key data examining the issue, new insights, impacts, growth rate, industry analysis, and how this can influence our future in business and people’s lives. The broad range of services are structured to help people and corporations who assist seniors and retirement people manage their financial affairs avoid or prevent wealth abuse.
As a keynote speaker delivering training sessions, professional development and workshops for corporations in the financial services industry, professionals’ associations and seniors’ groups, Anne was invited to be an elder abuse committee member with a financial services peak body, invited to attend Forums in Australia and the United States, and has prepared submissions for Elder Abuse Inquiries.
First compelled to delve into the issue after hearing extensively of the real-life stories told by people with first-hand experience, it's obvious the unwanted trend is still growing and financial abuse leads to other forms of abuse. The bar can be raised significantly towards prevention by gaining and sharing knowledge, research and data, and the delivery of very specific and effective education and training programs.