Financial Planning 1
Working paper
FSG and adviser profile
Tristen and Zoey were handed Financial Services Guide (FSG) version 5 010221 and my
Adviser Profile at the interview on 1 May 2021. The FSG was explained to them and they
both agreed to proceed.
Scope of advice
The SOA will provide advice on the achievement of wealth creation and lifestyle goals,
personal insurances (that is life, total & permanent disability (TPD), income protection (IP),
trauma and private health insurance), superannuation (including salary sacrifice, personal
tax-deductible contributions and/or after-tax contributions) and taxation planning where
relevant.
The SOA excludes any budgeting and cash flow analysis, social security and estate
planning. Clients advised on the risks of not receiving advice in these areas.
Current situation
Your personal profile Tristen Zimmerman Zoey Smith
Date of birth 22 April 1996 2 February 1997
Current age 25 24
Marital status De-facto De-facto
Residency Status Australian resident Australian resident
Residential address 32 Wattle Street, Victoria point
QLD
32 Wattle Street, Victoria point
QLD
Telephone 0424 999 125 0438 254 513
Email address TristenZimmerman@hotmail.c
om ZoeyS123@gmail.com
Employment status Employed full time Employed full time
Dependents Current age & date of birth
0 0
Your health Tristen Zimmerman Zoey Smith
Current health Pretty healthy Pretty healthy
Pre-existing medical conditions? None None
Member private health fund Bupa None
Smoker? No No
Family history considerations? Prostate cancer Heart attack
Lifestyle Assets Owner Value
Car Tristen $18,000

+13062052269

info@desklib.com

Financial Planning 1

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