FIN10003: Principles of Financial Planning Assignment Statement of Advice - Accounting Assignment Help

Assignment Task:

Task:

Assignment overview

This assignment requires you to prepare a Statement of Advice (SoA) for your clients Kevin and Julia based on your assessment and findings from their financial situation you discovered in Assignment 1A: Assessment of clients' financial situation. You are required to work with the same peer or team of no more than three as you did for Assignment 1A. It is important to understand that this assignment forms follows on to Assignment 2: Presentation where you and your peer or team of no more than three will together present your Statement of Advice via a narrated PowerPoint. Success in completing this assignment will depend on you and your team, and the work you put in. This assignment supports unit learning outcomes 1, 2, 3, 4 and 5.

Assignment details Step 1: Reacquaint yourself with your peer or team of no more than three.

Step 2: Reread the Introduction to financial planning Case Study (PDF 156 KB) (https://swinburneonline.instructure.com/courses/2942/files/2196229/download?download_frd=1) and your completed and marked Assignment 1A: Assessment of clients' financial situation taking into consideration any feedback you received from your eLA. 20/09/2021 Assignment 1B: Statement of Advice https://swinburneonline.instructure.com/courses/2942/assignments/27280 2/10

Step 3: Familiarise yourself with the Week 5 learning materials and essential readings on preparing a SoA to guide you in preparing your SoA for Kevin and Julia.

Step 4: Discuss with a peer or team how you plan to work on this assignment and form a plan of attack. Preparing a SoA Your SoA will include the following: case study factfinder investment risk profile retirement savings calculator personal budget calculator Statement of Advice (SoA) template.

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