Question 2 (50 marks)

a) Provide specific examples of actions taken by Tristan and/or Jeremy that demonstrated that they were a competent financial adviser (especially from the good sections of the video). Provide some examples of actions that indicated that they were not competent (especially from the bad sections of the video).

b) A friend of your family aged 50 says to you, 'I really would like to see a financial adviser but really have no idea who I can trust.' Based on your experience watching the videos of Tristan and/or Jeremy interacting with clients, what advice would you offer this person about how to identify whether a financial adviser is competent based on their initial meeting(s)