Wang Xiran(3805753 )
Zhao Yuefeng(3805756 )
Zhu Zhiyu (3780355)
Subject: Personal monetary cooking
Subject ID: BEO 2441
Due date: 22/10/2010
financial design for
Huang Fei & Rebecca
MZW
pecuniary planner Pty Ltd
ACN 3678112
Australian Financial Services License 800880
719/838 Bourke St, Docklands
Level 7
Melbourne Vic 3008
Tel: 03 9840 9555
Fax: 03 9840 9500
E-mail: MZW719@hotmail.com
MZW Financial Planners Pty Ltd
ACN 3678112
Australian Financial Services License 800880
-------------------------------------------------
PRIVATE AND CONFIDENTIAL
weighty notes to be read by clients
Important information
Dear Mr. and Mrs. Huang:
We atomic number 18 honors that you choose our company as your financial planner to set out 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 enough so that we can progress you a cleanse solutions and recommended products to meet.
Please 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 based 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 before you making any decision If the full 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 modify our plan to you.
This plan may contain recommendations for buying some insurance products and making some investment. We suggested that you should check this plan with your tax advisor, your accountant, or other professional...If you want to get a full essay, order it on our website: Orderessay
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