Question: David is aged 5 5 and works full - time as an Software Developer. He visits a Financial Adviser and asks for advice about what
David is aged and works fulltime as an Software Developer. He visits a Financial Adviser and asks for advice about what he should be doing in the remaining years to build financial independence for retirement at age In this case, the Financial Adviser would most likely prepare:
General Statement of Advice
Scaled Statement of Advice
Record of Advice
Noadvice SOA
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