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Sam is aged 35 and works full-time as an Electrical Engineer. She visits a Financial Adviser and asks for financial advice relating to her superannuation
Sam is aged 35 and works full-time as an Electrical Engineer. She visits a Financial Adviser and asks for financial advice relating to her superannuation but makes it clear that she would NOT like to receive advice on any of their other investments. In this case, the Financial Adviser would most likely prepare a: No-advice SOA Scaled Statement of Advice General Statement of Advice Record of Advice
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