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You are required to complete the 'role piay oral assessment' which should take a maximum of 10 minutes. To set the scene for this role

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You are required to complete the 'role piay oral assessment' which should take a maximum of 10 minutes. To set the scene for this role play: a You are required to present your analysis and recommendations to your client (friend or colleague). 0 Due to the need to get an approval so contracts can be signed, an appointment has been made but unfortunately one of them (this will depend on which role your volunteer plays Tim or Tina) cannot be present as he/she has had to go interstate urgently to visit a sick reiative. 0 Your clients do not wish to delay this meeting as they are keen to hear what you have to present information can be passed to the other over the phone, when needed. 0 This oral presentation should focus on presenting your analysis of the couple's current position, loan prospects as well as your recommendation, covering the following essential points: a summary of your understanding of the clients' needs (this could be an outline summary of their proposed loan structure) a summary of their current nancial position {use information from the case study) the product options you have considered that meet their needs (you should have researched at least two lenders) and details of the loan features; use the internet or if working in industry, internal software to do this the option you recommend and the reasons for the recommendation explain how the recommended product meets the clients' needs (refer to the case study and explain why you are recommending this iender) conrm the key disclosures that have already been supplied to clients in the Credit Guide invite questions from the client and respond accordingly. There are no rules regarding the format of your presentation, however it must be presented so that it is succinct and easily understood by clients. Please use the format that best suits you this could include

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