Question: Week 3 Blog Module 3 Reflection (See the Assessmentspdf for general instructions) Module 3 My Financial Plan Tasks: Plan your tax 1. 2. 3. Then,

Week 3 Blog Module 3 Reflection (See the
Week 3 Blog Module 3 Reflection (See the Assessmentspdf for general instructions) Module 3 My Financial Plan Tasks: Plan your tax 1. 2. 3. Then, write down ways in which you can minimize this (example: donations, 4. Look at your current yeariy income (or choose a future career for yourself and nd the associated gross salary online) Work out your tax payable (including the Medicare Levy and Tax Offset) home ofce expenses, etc.) What tax strategies you might use for your (near future) investing? Module 3 Client Engagement Watch the interview of Alexander Pan on Know the client, client diversity and risk proling beyond questionnaire (they are short). Identify three types of questions that would give you a deeper understanding of the clients that would complement the questionnaires for the provision of nancial advice. In the client engagement skill demonstration by Tristan in the Discovery Meeting videos, carefully observe and note the dos and don'ts in conducting initial client meetings

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