FIN2106 Lecture Notes - Lecture 12: Mortgage Broker, Salary Packaging, Financial Planner
FIN2106 – Module 12
-Range of advice by personal financial planner
owealth creation
oretirement planning and income
osuperannuation
osocial security
oestate planning
otrusts
otaxation
osalary packaging
oinvesting
omanaged investments and securities
osavings plans and budgeting
odebt management and reduction
orisk management
olife and general insurance
-Responsibilities of personal financial planner
osource clients and carry out marketing activities such as running seminars and
producing newsletters
oexplain to clients the financial planning process
oprovide a Financial Services Guide , Privacy Statement and other documentation
ointerview, collect data and administer risk tolerance assessments
oanalyse client information, develop strategies and recommendations, prepare
written SOAs
opresent financial plans, answer questions and assist with implementation
oschedule and provide regular reviews
omanage the office and the relationship with licensee and other suppliers
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