Authorized Representative of Australian and Global Investment (Coursework Sample)

Statement of Advice
Prepared for
Harry, Sally, and Mario
By Student Name
Authorized Representative of Australian and Global Investment
Contact Information
Date
Financial Statement of Advice
What this Document Entails
Harry and Sally, you have sought my advice about securities, management of investment, and Insurance. Based on the basic salary of $105,000 per annum, and super guarantee contribution for Harry and $110,000 for Sally and SG for Mario, highlight key points of my advice, and take into account every section in detail.
Summary of Advice
Precise with my existing policy on effective and efficient disclosure, I have included a summary in the statement of advice. The summary entails the advice, the need for the advice, steps necessary to implement the advice, and the commissions.
Your Important Information
This section highlights your goals and objectives, personal and financial information, and risk profile.
Goals and objectives: on acquiring for advice, you suggeste...