Philip and Jennifer Brown Case Study - Accounting & Finance Assignment Help

Assignment Task

Section 1: Case study 1 — Philip and Jennifer Brown First submission Resubmission (if required)
Task 1 — Key terms, gathering and documenting client informationNot yet demonstrated

Task 2 — Assessing the clients’ situationNot yet demonstrated

Task 3 — Borrowing optionsNot yet demonstrated

Task 4 — Reasonable enquiriesNot yet demonstrated

Task 5 — First Home Owners Grant and home buyer assistance schemesNot yet demonstrated

Task 6 — Professional network and loan settlement processNot yet demonstrated

Task 7 — Interest ratesNot yet demonstrated

Section 2: Case study 2 — Richard and Pauline Jackson

Task 8 — Establishing level of financial knowledgeNot yet demonstrated

Task 9 — Responsible lending obligationsNot yet demonstrated

Task 10 — Self-employed special considerationsNot yet demonstrated

Task 11 — Advising on strategiesNot yet demonstrated

Task 12 — Impact of credit historyNot yet demonstrated

Task 13 — Dispute resolutionNot yet demonstrated

Task 14 — Effective access to filesNot yet demonstrated

Section 3: Case study 3 — Mary Jane Smith
Task 15 — Prepare and check a loan applicationNot yet demonstrated

Section 4: Working in financial services
Task 16 — Financial services legislation and industry codes of practiceNot yet demonstrated

Task 17 — Design a documentNot yet demonstrated

Task 18 — Applying principles of professional practice to work in the financial services industryNot yet demonstrated

Task 19 — Develop and maintain in-depth knowledge of products and services used by an organisationNot yet demonstrated

Please note: To pass this written assignment, you will need to be assessed as DEMONSTRATED in either your first submission or your resubmission in all tasks above.

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