Financial Planning

Name: Ma Xukun (3781639) Wang Xiran(3805753 ) Zhao Yuefeng(3805756 ) Zhu Zhiyu (3780355) Subject: Personal monetary training Subject ID: BEO 2441 Due date: 22/10/2010 pecuniary design for Huang Fei & Rebecca MZW pecuniary platformner Pty Ltd ACN 3678112 Australian monetary Services License 800880 719/838 Bourke St, Docklands Level 7 Melbourne Vic 3008 Tel: 03 9840 9555 Fax: 03 9840 9500 netmail: MZW719@hotmail.com MZW Financial Planners Pty Ltd ACN 3678112 Australian Financial Services License 800880 ------------------------------------------------- esoteric AND CONFIDENTIAL weighty notes to be read by customers alpha training Dear Mr. and Mrs. Huang: We atomic number 18 honors that you prefer our comp both as your monetary planner to set emerge your life objectives. Under the financial regulations, as a financial adviser we need to collect and understand the information astir(predicate) the clients circumstances and needs. These information should be comfortable luxuriant so that we can progress you a cleanse solutions and recommended products to meet.

enthrall make sure that all the information that you give us are in fact, and the more undefiled information you give us, the more comprehensive advice you will get. We make recommendations found on your personal information that you give us. If you run into any errors or omissions, please contact us immediately. This financial plan is a valuable document, please read it! cautiously originally you making any decision If the all-embracing lucubrate was not provided, our recommendations may not be appropriated your goals, and our plan is within 5 years consideration, we will review your changing office to measure up our plan to you. This plan may contain recommendations for buying rough insurance products and making some investment. We suggested that you should check this plan with your evaluate advisor, your accountant, or other professional...If you want to get a full essay, order it on our website: OrderCustomPaper.com

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