you are working as a financial adviser either in your own business or as part of a
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Question:
you are working as a financial adviser either in your own business or as part of a larger organisation.
You will be asked by your AFSL to produce a Financial Services Introduction Sheet tailored for a new staff member who is commencing work at your organisation in a financial support role but who has little understanding andor knowledge of the industry. The Introduction has sections.
a Present a summary of the key economic and political factors minimum currently impacting or having the potential to impact on the financial services
industry.
You should include reference to as a minimum:
interest rates
exchange rates
inflation
government monetary and fiscal policies
b Present a summary of financial advisory functions including:
the role of the representativeadviser
participants in the advisory services market including those providing
advice regarding:
o Derivatives
o Life Insurance
o Securities
o Managed Investments
roles played by intermediaries and issuers
trustees appointment, duties and responsibilities
c Present a summary of the types of financial investment products available including:
the concept of a financial product
general definition
specific inclusions and exclusions
types of financial investment products
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