To understand, evaluate and apply a range of advanced financial planning strategies in respect of transition to retirement salary sacrificing and other appropriate pre-retirement strategies To develop analytical and problem-solving skills in providing strategies designed to satisfy the needs of a client.
To develop skills in understanding and interpreting client needs and requirements.To prepare a structured, informative and professionally presented Statement of Advice according to industry standards.
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Statement showing Accumulation and income in Superannuation Account
Hesta Industry Super Fund
CT Personal Superannuation Fund
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