PSR and PIP Case Study Assignment

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Reference no: EM132383121 , Length: word count:3000

PIP Case Study -

CASE STUDY INFORMATION - Simon and Taylor have been referred to you by their Accountant. The Accountant has suggested they speak with you as they are seeking to increase their wealth accumulation outside of the superannuation environment.

During the initial meeting you completed a fact finder and through that process the information attached was uncovered (see 'Facts obtained during the initial interview').

PSR Case Study -

CASE STUDY INFORMATION - You have had an initial meeting with two new clients, Tristan (Client 1) and Ann (Client 2). They have a young family and are interested in receiving advice in relation to wealth accumulation, with a particular focus on how they can best use superannuation as a long term savings vehicle. During the initial meeting you completed a fact finder and through that process the information attached was uncovered (see 'Facts obtained during the initial interview').

Attachment:- PIP and PSR Case Studies.rar

Reference no: EM132383121

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