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Financial Planner
- A financial Planner provides financial advice to clients covering all areas of finance, including taxation, retirement, redundancy, superannuation, insurance and estate planning.
- Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives.
- Tasks may include retirement planning, superannuation, taxation, debt management, insurance and risk, estate planning, managed investments, securities and futures markets.
- Financial planners may also specialise in such areas as: ethical investments, loans and mortgage advice, taxation advice
- The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the timeframes involved.
- Financial planners need to assess the business environment and confirm the business vision and objectives
- Identify the types of resources needed to achieve these objectives and quantify the amount of resource (labor, equipment, materials) needed.
- Calculate the total cost of each type of resource and summarize these costs to create a budget. In addition they need to identify any risks and issues with the budget set.