Create Statement of Advice document from request form (approx. 40 page document)
Ensure appropriate strategies are included and those not required are removed.
Submit document to WE for review
Create document into PDF and attach budget, super replacement schedule, insurance replacement schedule
Create power-point presentation from template, to match with Statement of Advice document
This document is a financial plan, ideally the candidate will have been trained in Australia in financial planning, and/or accounting. Although direction will be provided by WE, some knowledge of financial planning strategies would be best suited to this role.