Practice Management
Weekly Coaching Statement
"The challenge for Financial Planners is to blend together a
strategic portfolio that might represent future value, largely
depends upon the skills, knowledge and application of the Financial
Planner as to a broad understanding of both global and domestic
economic environment and impact on markets including economic and
business cycles, interest and exchange rates, inflation and
government fiscal and monetary policy."
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Client Risk Profiling
risk tolerance questionnaire, investor type profile
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Micro Attribution Selection
fund managers, shares, information arbitrage, automatic score process
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Macro Trend Forecasting
world outlook, australian outlook, GICS, financial markets, commodity prices, exchange rates, interest rates
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Strategic Portfolio Optimisation
efficient frontier, gap analysis, scenario testing, performance benchmarking, automatic optimisation
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Product Disclosure Statements
fund managers reports, investment details, research review, fund strategy
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Planning Calculatorsd
cashflow, personal tax, age pension, salary sacrifice, salary packaging, superannuation benefits,
multi ETP and RBL, budget planner
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Consolidated Reporting
portfolio valuation, performance analysis, transaction statement, asset exposure analysis
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investments, superannuation, DIY, social services, legislation, insurance,
estate planning