A TOOWOOMBA financial planner has had her contract terminated pending potential investigation from a national watchdog over concerns about her conduct with elderly clients.
A judgement handed down in the Supreme Court last week reveals Leanne Yvonne McDonald was sacked by AMP Financial Planning after an audit by the firm.
McDonald had an appeal against her employer’s decision thrown out by a Supreme Court judge after a review panel suggested the financial planner’s conduct warranted referral to national regulator ASIC.
An investigation by Leanne Yvonne McDonald’s former employer found that she failed to give her clients advice in their best interests on six separate occasions and broke regulatory codes on a further 10 occasions.
The award winning planner had been…
