Diploma of Finance and Mortgage Broking Exercise 1: Client Service

This assignment solution for Finance and Mortgage Broking Exercise 1 presents a script discussing various loan options, including bank loans, professional packages, honeymoon rates loans, and low frills loans, along with their respective benefits and drawbacks. It also covers loan against property, emphasizing factors like interest rates, repayment terms, and associated fees. The document further includes references to relevant books and journals. The assignment also includes the original assignment brief, which covers topics such as customer needs identification, compliance with financial services legislation, and presenting broking options to clients. The brief includes sections on stamp duty, mortgage broker requirements, and the role of aggregators/franchisors.