Question: Using the six (6) steps of the financial planning process, outline each stage of the advice process by: (a) providing a brief summary of the

Using the six (6) steps of the financial planning process, outline each stage of the advice process by: (a) providing a brief summary of the purpose of each step (b) highlighting a behaviour, document or reporting process that should take place at each step (c) summarising a legislative or regulatory issue identified within the interaction detailed in the case study at each step

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