FNSINC411 – Conduct work according to professional practice in the financial service industry (Release 1)

Case Study (Nelly Fitcher)

Scenario Instructions 

Nelly Fitcher,   a   young   and   dynamic female entrepreneur,   has   contacted   you   to

arrange   her   next   home   loan. After   thorough market research and with a   solid

business  plan on  hand,   she   started   her   own   business eight  months   ago.   She   is

proud  to   say   that   the   business   has strived   well above  expectations and   that   she

has already been   recognised and   awarded   at   the   last   ‘woman   entrepreneur’

summit.  

She   has   given   you   all   the   information   and   documentation you   requested   so far

and sent   you   an   email   mentioning   that   she   has   always   banked

with CBA and Adelaide   Bank and   would   like   to   include   these   two   banks in  the

options you would provide her with. 

Question 1

After reviewing CBA and Adelaide Bank Key Fact Sheets located in the FNSINC411

Learning   Resources   Folder  write   an   email   to   Nelly  communicating why   you

will unfortunately not  be  able   to meet  her  request to  include  these  two   lenders in

your selections