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Financial Advisory Practice

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Added on Ā 2022/12/28

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AI Summary
This document provides an overview of financial advisory practice, including compliance, recommendations, and references. It discusses the benefits and risks of using property as rental, fixed deposit, and national senior term deposit. The document also covers the scope of advice, goals and objectives, risk profile assessment, insurance needs analysis, and existing risk insurance cover for clients. It concludes with the benefits and risks associated with the advice provided.

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