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Question 2 Financial planning is a process-driven service aimed at helping clients to achieve their life goals. Financial planners have to follow the process as
Question 2 Financial planning is a process-driven service aimed at helping clients to achieve their life goals. Financial planners have to follow the process as prescribed by the Financial Planning Association and backed by ASIC. (b) How is a financial planner able to ensure that the information gathered about a client and the Statement of Advice (SOA) developed continues to be accurate? How often should this occur
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