Question: Q 4 ( c ) Selena, a financial adviser, will be providing KiwiSaver advice to Jim, a client with limited financial literacy. Selena is aware
Qc Selena, a financial adviser, will be providing KiwiSaver advice to Jim, a client with limited financial literacy. Selena is aware that she must demonstrate care, diligence and skill in her recommendations, as required by the Financial Markets Act. In preparing for the meeting, she reviews her FAPs standardised template and considers her options for presenting the advice to Jim.
How can Selena demonstrate care, diligence and skill in presenting this advice to Jim? marks
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