ACCT2288 - Financial Advisory Practice - Accounting and Finance Assignment Help

Assignment Task

This assessment requires you to develop and present a compliant Statement of Advice (SOA) based on the case study provided. You are required to read carefully the assignment (Case Study), which requires the preparation and submission of a compliant Statement of Advice (SOA) and address the questions and tasks relating to the key case issues, the clients’ goals and objectives, the impact of new financial planning legislation, preparation of a risk tolerance questionnaire and client questionnaire.

Your SOA should include the following as a minimum:

• A compliant SOA cover page, incorporating all ASIC requirements

• An executive summary covering no more than 2 pages

• Cash flows and balance sheet – BEFORE and AFTER recommendations

• Recommendations (Should be at least three)

• Anticipated outcomes – How it places the client in a better position Financial Advisory Practice 2

• Appropriate disclosures and disclaimers, including details of your remuneration

• Action to Proceed

• Authority to Proceed

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