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Professional Negligence Claims Against Financial Planners

Experiencing loss due to financial planner’s negligence? Gibbs Wright Litigation Lawyers can help. We can help assess your case with a view to obtaining compensation for your loss. Discuss your situation with our negligence litigation team today.
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Financial Planner Negligence Claims

Have you experienced financial loss due to the advice of a financial planner? Navigating the complexities of professional negligence can feel overwhelming, especially when it comes to understanding the legal nuances and your rights. At Gibbs Wright Litigation Lawyers, we’re here to support you through this. Under Australian laws, including the Corporations Act 2001 and Australian Consumer Law, you are protected against misleading or negligent financial advice. These laws ensure that if you’ve suffered due to poor or deceptive advice from a financial planner, you have the right to seek redress.

Our team can assess claims of professional negligence, considering all aspects of your interaction with your financial planner — from the advice given to the expected standards of conduct. Whether your case involves misjudged investments, misleading advice, or failure to consider your personal circumstances, we’re equipped to help.

Don’t let a negligent financial decision impact your future. Book a free consultation with Gibbs Wright Litigation Lawyers. We’ll review your case, inform you of your legal position, and formulate a strategy to pursue the justice and compensation you deserve.

What is negligence by a financial planner?

Financial planner negligence can manifest in various scenarios, impacting your financial stability and future. Common situations include:
  • Inadequate risk assessment and failing to accurately assess or communicate investment risks aligned with your financial goals and risk tolerance.
  • Misleading investment advice, based on inaccurate or deceptive information, leading to unsuitable investments.
  • Lack of due diligence and failing to thoroughly research or disclose all relevant information about investment opportunities.
  • Neglecting client’s personal circumstances, including overlooking your specific financial situation, needs, or objectives when advising.
  • Unsuitable tax strategies, such as recommending tax minimisation schemes without considering their suitability or legal implications for you.

How to get started

Litigation can be complex and daunting, but we’ll make the process easier for you. We’re here to support you every step of the way.
1

Submit Your Enquiry

Provide as much detail as possible to help us determine how we can help. Outline what happened and what outcome you are seeking.
2

We will assess your Enquiry

We will review the information you have provided us to determine if and how we can help.
3

Speak with a Solicitor

If we can assist, we will take the time to understand your circumstances and arrange a consultation to give you guidance. During the consultation, we will speak with you about your matter, give you options, and most importantly, potential solutions.
1

Submit Your Enquiry

Provide as much detail as possible to help us determine how we can help. Outline what happened and what outcome you are seeking.
2

We will assess your Enquiry

We will review the information you have provided us to determine if and how we can help.
3

Speak with a Solicitor

If we can assist, we will take the time to understand your circumstances and arrange a consultation to give you guidance. During the consultation, we will speak with you about your matter, give you options, and most importantly, potential solutions.
SUBMIT YOUR ENQUIRY TO GET IN TOUCH

Why Gibbs Wright

Our team of litigation lawyers are committed to protecting your rights and getting the best possible outcome for your situation.

  • We only do litigation

What we do is very simple: we sue people, defend people when they get sued and negotiate resolutions to disputes to prevent proceedings from commencing. It’s the only thing we do and we do it really well.

  • We know how to win
Having done this for many years, we know the law and the legal processes like the back of our hands. But more importantly, we know how to win. No matter the industry you’re in or how complex your situation is.
  • Fight-to-win attitude
When we take on your legal matter, you know that our team of expert litigation lawyers will fight for you not just for the sake of it. We will fight relentlessly so you can get back to business as soon as possible.  

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If you are looking for an easy approach lawyer, to be available when needed, be knowledgable, fast and accurate , I strongly recommend this law firm .
They assisted me in a construction dispute we had (as big as $250k) with the builder.
Desirable outcome !

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I’m very impressed with the service from Spencer Wright at Gibbs Wright Lawyers. They are experts in the field. He has gone above and beyond what I was expecting from past experience with other firms. I would highly recommend anyone with legal issues to go and talk with Spencer, his calm and knowledgeable manner immediately put me at ease. Thank you for your expertise and I would definitely work with you again!

- Andreas

My experience with Gibbs Wright was excellent. I received prompt, positive, and strong professional advice delivered in language I could understand. I felt understood, and protected. The result in my matter was complete success, gaining the outcome I engaged Gibbs Wright to achieve for me. I could not be happier, and highly recommend Gibbs Wright to anybody needing this kind of service. Thank you.

- Christina

During the first phone call with Spencer, I knew immediately that I was in competent hands. Spencer and his troops moved into a position akin to military action. I can confidently say that Gibbs Wright Litigation Lawyers are powerful and surprisingly cost-effective.

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I would recommend Gibbs Wright if you have a problem and need someone to help. They carefully listened and assisted me in a difficult matter that resulted in a negotiated settlement that I was happy with.

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Expert litigators, ready to fight for you.

Spencer Wright

Director

Spencer Wright is the Managing Director of Gibbs Wright Litigation Lawyers. Spencer has been recognised as a Best Lawyers: Ones to Watch in 2023, 2024, 2025 and 2026 and has been engaged by private and public companies, property developers, directors, investors, and other individuals involved in high-stakes disputes.

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Mitchell Caldwell

Special Counsel

Mitchell Caldwell has a passion for helping clients achieve the best possible outcome. He delivers practical advice to corporate clients, small businesses and individuals involved in property, contract, defamation and administrative disputes.

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Lachlan Rieck

Special Counsel

Lachlan Rieck is a seasoned litigation and dispute resolution lawyer and has extensive experience in complex commercial disputes across all levels of the Queensland and federal courts. He is recognised for his strategic approach to litigation and his ability to provide clear, commercially focused advice in high-stakes matters

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Frequently Asked Questions

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