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For this task, assume you are a financial adviser in one of the following areas: Investments. Life and health insurance. General insurance. Residential property lending.
For this task, assume you are a financial adviser in one of the following areas: Investments. Life and health insurance. General insurance. Residential property lending. You are mentoring Brent, a new trainee adviser. a. In your first session with Brent, he asks the following question: 'I notice our public disclosure statement talks about following an advice process. Can you explain what that is, please, and any tools we use to help us?' Answer Brent's question: i. Identify and explain the purpose of each step in the six-step advice process. ii. Identify one piece of documentation that you will use to help complete each step. Explain why the document is required
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