Question: Fiona's client, lAr. Pike, aged 6 7 , is not satisfied with the returns on the investients in his retrement, plan He wants to meet
Fiona's client, lAr. Pike, aged is not satisfied with the returns on the investients in his retrement, plan He wants to meet with her later today to discuss his retirement plan and Fiona's vervice, Flora fan nut. spoken to Mr Pike for almost five years so she reviews her notes in preparation for the meeting, According to her notes from five years ago: April th; She met with Mr Pike to determine his finandal position and Income potertal, Mr vae completed datagathering worksheets, which are all on file, April th After revieving Mr Pike's finanaal statements, she met with Mr Vive agan to heto tam establish his retirement objectives, Mr Pike wrote his objectves cown and Fiona tetared a copy lor May ; After caloulating the Income Mr Pike would need at retirement and several stresses to achieve the required level of savings, she met with Mr Pive again to explain tier recommendations.She gave Mr Pike a copy of the recommended strategies that he had approved and Fiona let a copy for her files, May th to July h; Flona telephoned Mr Pike several times to ensure that he was implement the strategles as agreed. She also revievied the investments selected by an investment, specialist whom she had recommended to Mr Pike and determined that those, investments were appropriate, All strategies were implemented as agreed.In the course of carrying out the financal planning process, what, if anything, has Fiona cantted to do or done Incorrectly?a Fiona failed to document her work.O b Fiona failed to monitor progress and make changes as necessary.O c Flona should not have used the services of another spedallat.O d Fiona has not ornitted anything nor done anything locorrecty,
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