Question
You have had the Game Plans signed by each client and the below is where each client/s wants to obtain finance from: Lender Client 1
You have had the Game Plans signed by each client and the below is where each client/s wants to obtain finance from:
Lender Client 1 BankSA
Clients 2 Brunswick - AMP - cashback $3000 Fremantle - Adelaide Bank - cashback $2000 Nundah - Bank of Queensland - cashback $4000 *as cashback offers differ all the time, for this example we will state the information above to the clients
Client 3 CBA Your task is to research each lender based on their requirements.
Identify and match products based on their needs and expectations, (Please note there are 3 different clients here all with different knowledge levels in finance) FNSFMB412 Scenario sheet you need to explain product options, fees, charges, any risks involved, so have a look at each lenders website and discuss the current relevant information in your response. The assessor is looking for clear communication skills here with relevant product choices based on the lenders chosen by the clients from the Game Plan that was signed.
Step by Step Solution
There are 3 Steps involved in it
Step: 1
To address the task effectively youd need to research each lenders productfocusing on their specific requirements interest rates fees charges and cash...Get Instant Access to Expert-Tailored Solutions
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Step: 2
Step: 3
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