Question: In Section 1, Task 1 of the written assignment, you compiled a list of questions that you would need to ask the clients at the

In Section 1, Task 1 of the written assignment,
In Section 1, Task 1 of the written assignment, you compiled a list of questions that you would need to ask the clients at the initial interview. For this task you are to record a 10minute audio of the interview with the client. Your interview is to cover the following areas: Introducon: Introduce yourself and the services you offer. Demonstrate how you build rapport. Explain why you need to ask questions and seek clarications. Present the client with a Credit Guide. Explain privacy requirements and how information will be stored to meet legislative requirements. Briey outline the dispute resolution process. Ask questions to identify the client's: goals and objectives requirements situation level of nancial understanding special needs. You need to advise the client how you will be remunerated by charging a brokerage fee at 2% of loan amount as well as fees the lender will charge. Ask questions to conrm that the clients understand the lender fees and brokerage fees and are willing to accept them. Discuss the difference between a lease and chattel mortgage and provide your opinion on which product may be the best option for them. Explain why the alternate opon is not in their best interest. Advise the client that they should seek advice from their accountant regarding the best product option that suits their taxaon strategy. Discuss what security will be required for the loan you have recommended. Explain to the clients the next step in the application process. Advise the client how you will provide a written recommendaon (via email etc). Ask questions to conrm that the client understands the discussion

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