Question: Question 1 Financial planning is a process-driven service aimed at helping clients to achieve their life goals. Financial planners have to follow the process as

Question 1 Financial planning is a process-driven service aimed at helping

Question 1 Financial planning is a process-driven service aimed at helping clients to achieve their life goals. Financial planners have to follow the process as prescribed by the Financial Planning Association and backed by ASIC. (a) Step 1 of the financial planking process is "Gathering Client Information" Identify three (3) documents a financial planner can use to learn more about their client, and explain the different types of information they are deigned to obtain

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