Gary meets with a long-term client, Debbie, who would like to change her segregated funds to ethical segregated funds. Gary overheard a colleague speaking about similar funds a few weeks ago and agrees with Debbie that they are the new way to go. He makes some recommendations and asks Debbie to review the funds and let him know if she had any questions. 

What has Gary done wrong?

Answer rating: 100% (QA)

Gary has made a mistake by recommending investment products to Debbie without conducting a proper an... View the full answer