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Diploma of FINANCIAL PLANNING

FNS50615_FNSFPL506 Assessment 2V1.0-01-2019
Page 1 of 7
FNS50615 Diploma of FINANCIAL PLANNINGFNSFPL506 Determine client financial requirements and expectationsAssessment 2 PerformanceFNS50615_FNSFPL506 Assessment 2 V1.0-01-2019 Page 4 of 7Sydney Institute of Interpreting and TranslatingTel: 61 2 9283 5759 Fax: 61 2 9264 2380 E-mail: [email protected]Postal Address: PO Box K1, Haymarket NSW 1240ABN: 30 128 128 503 RTO No: 91490 CRICOS Provider No: 03069KInstructions to complete this assessmentIn order to complete this assessment, you are required to complete the following sectionsconsecutively. Details and specific instructions are provided within each section and on theform/templates provided.Supporting documentsTo find the relevant supporting documents, please refer to the Assessment Resources folder, locatedwithin the FNSFPL506 Determine client financial requirements and expectations section of yourcourse. (Note: Not all units have assessment resources.)Section 1 Review the Fact Finder Mr and Mrs HarrisRequirementsDownload and analyse Fact Finder Mr and Mrs Harris , located in the Assessment Resources folder.Section 2 Assessment ResponsesNow complete each of the following steps:1. What sort of information should be provided to Mr. and Mrs. Harris, prior to them completing thefact finder, with regards to personal information and other warnings?FNS50615_FNSFPL506 Assessment 2 V1.0-01-2019 Page 5 of 7Sydney Institute of Interpreting and TranslatingTel: 61 2 9283 5759 Fax: 61 2 9264 2380 E-mail: [email protected]Postal Address: PO Box K1, Haymarket NSW 1240ABN: 30 128 128 503 RTO No: 91490 CRICOS Provider No: 03069K2. Identify any missing, or incomplete information, which may be relevant, when preparing astatement of advice for Mr. and Mrs. Harris.3. Express Mr. and Mrs. Harris aims and objectives as SMART goals.
Current Goal
Expressed as a SMART Goal
FNS50615_FNSFPL506 Assessment 2 V1.0-01-2019 Page 6 of 7Sydney Institute of Interpreting and TranslatingTel: 61 2 9283 5759 Fax: 61 2 9264 2380 E-mail: [email protected]Postal Address: PO Box K1, Haymarket NSW 1240ABN: 30 128 128 503 RTO No: 91490 CRICOS Provider No: 03069K4. From the fact finder, summarise the key financial strategy areas that your advice will need toencompass to achieve Mr. and Mrs. Harris aims and objectives.
Strategy
Reason for Strateg

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