Financial consultant certification jobs

I am seeking a skilled web developer to construct a microfinance management software that is based online. This project will involve the following components: - Loan Management: Create a system that efficiently manages loans, with tracking and monitori...that demonstrates your ability to create complex online software, preferably related to finance or microfinance. - Knowledge of microfinance practices and sector would be beneficial. Include in your proposal your past work that is possibly relevant, describe how you perceive the execution of this project and provide any suggestions you think may enhance the project. Solid knowledge of Indian Financial systems, particularly involving EMI and CIBIL scores, would be an added advantage. I'm looking forward to reviewing your pro...

...articles 800-1000 words each - feel free to make more engaging titles: 1. "Technologies and Frameworks Used in Online Banking Software" 2. "Benefits of building custom virtual wallet solutions into your product" - here to speak about features of virtual wallets, flexibility to convert credits in exchange for additional services, etc. 3. "Compliances and certifications that might be needed for a financial services startup" - explore main compliances for the US and European countries a fintech software startup should know about. The main goal of these articles is to educate our audience. Therefore, the content should be informative, engaging and able to simplify complex topics for an informed readership. Key job requirements: - Proven experience in...

I'm in need of a bespoke budget planning system that prioritises management of my monthly expenses. The ideal freelancer for this assignment should be seasoned in developing personalised financial planning tools. Key features are: - Detailed categorisation of outgoings for seamless tracking of all expenditures. - Projections of potential savings to envision fiscal progress. - Alerts when nearing or breaching specified budget limits. The program should facilitate monthly updates and evaluations to ensure the budget remains relevant and effective. Expertise in financial software tools and an understanding of efficient budget management are significant assets for this project.

I'm the founder of a tech startup in the early stage with a wo...a venture capital investor to help me fund the product development phase of the business. Key requirements: - Experience with venture capital and funding for technology startups. - Proficiency in understanding business models and potential for growth. - Ability to provide strategic guidance on our product development. Your responsibilities will include: - Conducting market research and financial analysis. - Advising on funding options and helping secure investment. - Potentially providing strategic guidance for our product development efforts. I'm looking for a skilled professional with a proven track record in securing funding for tech startups. Your insights and expertise will be crucial in helpin...

I'm looking to hire a seasoned software developer to create a software for my financial recovery business. Understanding of finance and debt recovery processes is definitely a plus. Key Features: - **Customer Management**: This is a critical feature for the software. You should be able to create a system that allows client profile building. Client Profile Building: - **Financial Status**: Ability to input and monitor financial status of every client. - **Contact Details**: Capacity to register each client's contact information. - **Recovery History**: Capability of logging each client's financial recovery history to keep track of progress. Proficiency in backend programming and database management is required. Knowledge of frontend web desig...

I'm seeking to secure funding for a multi-industry workers' accommodation project. The accommodation caters to construction, seasonal farm, wind farm, abattoir, and gold mine workers. For this, I need a professionally crafted project proposal and a corresponding financial model in Excel. Ideal freelancers for this project should possess: - Proven experience in drafting project proposals related to housing or accommodation - In-depth knowledge in the creation of financial models using Excel - A strong understanding of multi-industry accommodations - Great analytical and strategic thinking skills - Familiarity in the Construction, Agriculture, Energy, Food Processing, and Mining Industries would be advantageous.

I am seeking a proficient dashboard developer to create a comprehensive and professional stock dashboard that will provide me with updated, real-time da...performance analysis for all stocks - Portfolio tracking for about 50 stocks Visual Design: - The design should be corporate and professional. I'm open to vibrant colors or minimalistic elements in order to easily visualice limit alerts. Ideal Skills: - Experience in both front-end and back-end development - Knowledge in financial markets, specifically NYSE, NASDAQ, and LSE. - Proficiency in integrating real-time market data APIs - Experience in developing financial dashboards would be a plus. I'm looking forward to getting the best out of this investment. Let's create a tool that will make managing por...

...Innovation - Hi, Vito Lavanga. Own INDUSTRIAL RIGHTS, mathematician, working in technical-scientific, IT&C and Financial disciplines; ...I have a prestigious development environment, for partner use: - we have Premium, 4 years, WordPress/WooCommerce and many AI/tools for your use; ...I'm looking for a new line for future .EUs and to present to World GOAL: Main: Staff: Large Basic: , , , , , , TARGETS: broker, bookmakers, traders, agents, investors (financial or industrial); ...every person positive to him land and its people (patrons or public personalities); every operator promoting Ecological TRANSITION in

I'm completely new to crypto mining but I have a strong interest in it. My main goal is to generate passive income through this method, but I'm also eager to learn more about the technology and support the network. I'm looking for a consultant who can guide me through the following aspects of crypto mining: • Mining hardware selection: I need assistance with understanding what kind of hardware is necessary for efficient mining. • Mining software setup and configuration: I require help setting up and configuring the mining software on my hardware. • Mining profitability analysis: I would like a detailed breakdown of the potential profitability of my mining operation, including the costs and potential returns. Ideal skills and experience for this job w...

I'm looking for a seasoned writer to assist me with a dual project: a business report and a series of blog posts. Responsibilities: - The business report should be well-researched, focusing on key areas such as marketing strategies, financial analysis, and industry trends. - The blog posts should be engaging and informative, tailored for a specific target audience which may include business professionals, entrepreneurs, and the general public. Ideal Skills and Experience: - Proven experience in business writing, with an emphasis on reports and blog posts. - Ability to conduct thorough market research and competitor analysis. - Strong understanding of sales forecasting and how to present this data in a clear and impactful way. This project is an excellent opportunity for ...

I'm in need of a professional who can help with my private limited company's annual compliance tasks. Key Tasks: - Filing Annual Financial Statements - Conducting an Audit - Updating Statutory Registers Key Requirements: A. Auditor Appointment & Filing of Form ADT - 01 (Auditor Appointment). B. Preparation & Filing of Form INC - 20A (Declaration of Commencement of Business). C. Assistance & Documents Preparation for Company's Current Bank Account. D. Preparation & Filing of Balance Sheet, P & L Accounts, Audit Report, and Director's Report. E. Preparation & Filing of Extract of Annual Returns & Financial Statements (Unlimited Transactions). F. Preparation & Filing of Annual Returns Form AOC - 04 (Financials Related A...

...Azure Administrator certification. Key Tasks: - **Guidance on Key Topics**: I need support in understanding and mastering the crucial concepts covered in the certification. This includes both theoretical and practical aspects of Azure administration. - **Online Sessions**: Regular online meetings would be ideal to discuss questions, share insights, and track my progress. Ideal Candidate: - **Azure Proficiency**: You should have a deep understanding of Azure and practical experience working with the platform. - **Teaching Ability**: Prior experience in tutoring or mentoring would be beneficial. - **Good Communication Skills**: As I'm relying on online sessions, clear and effective communication is key. Previous experience with guiding others through the AZ-104 ...

I need financial data from bloomberg or any other database for research.

I'm seeking an experienced Senior Technical Consultant with knowledge in Microsoft Dynamics 365 F&O and expertise in Power Platform. Key Project Requirements: - **Dynamics 365 F&O Modules**: I need assistance in integrating Dynamics 365 F&O with Power Platform, particularly focusing on Financial Management and Supply Chain Management. - **Power Platform Integrations**: Require your support in: * Data integration: Ensuring seamless data exchange between the two systems. * Workflow automation: Developing and implementing automated workflows for various business processes. - **Vendor Invoice Creation**: The vendor invoice creation process should include: * Auto-population of vendor details: Ensure vendor information is correctly filled in. Ideal Skill...

...operations linked to my PPC campaigns. This includes ensuring that all tracking and conversion mechanisms are set up correctly and functioning optimally. - **Google Ads Certification:** It is crucial that the chosen freelancer is Google Ads Certified, as this certification signifies a high level of expertise and knowledge in managing Google Ads campaigns. This will instill confidence in their ability to effectively verify and optimize my advertising operations. A successful candidate for this project should have: - Proven experience in managing and optimizing PPC campaigns, particularly on Google Ads. - A valid Google Ads certification. - A meticulous eye for detail and a track record of successfully verifying and optimizing business operations related to digital ...

I am looking for a talented designer to create a modern and sleek marketing flyer for my mortgage brokerage company. The flyer will be used to promote my services, connect with potential homebuyers,...additional services. Design Preferences: - The overall design of the flyer should be modern and sleek. - It should have a clean and professional look to reflect the credibility of our brokerage firm. Ideal skills and experience for the job include: - Proficient in graphic design software, such as Adobe Illustrator or Photoshop. - Experience in designing marketing materials, particularly for financial services or real estate. - Understanding of the mortgage industry and the needs of potential homebuyers. - Strong attention to detail and ability to create visually appealing and engagin...

I'm looking for a seasoned marketing consultant with extensive experience in social media, content, and email marketing. The ideal candidate will be able to help me with a B2C-focused campaign. Key responsibilities include: - Developing and implementing a comprehensive marketing strategy that effectively utilizes all three areas of marketing - Creating and curating engaging content for different platforms with a clear focus on the B2C audience - Craft compelling email campaigns that drive brand awareness and product sales The primary objectives of this project are to: - Significantly increase brand awareness within our B2C market - Drive a noticeable increase in product sales through the implemented marketing strategies Ideal candidates for this project should have: - Prove...

I'm looking for a financial expert skilled in Tally ERP9 to help with specific bookkeeping tasks. This includes bank reconciliation for 1-5 accounts on a monthly basis, as well as the generation of financial statements. Key Responsibilities: - Reconciliation of 1-5 accounts monthly using Tally ERP9 - Generation of monthly financial statements The ideal candidate should: - Be proficient in Tally ERP9 - Have prior experience in bank reconciliation - Possess a strong understanding of financial reporting I need someone who is detail-oriented, has excellent organizational skills, and can provide accurate financial records in a timely manner. Prior experience with similar tasks is a definite plus.

I'm seeking a proficient freelancer with experience in business and customer acquisition. The ideal candidate can provide an effective strategy to get my ship...companies - ship owner / vessel owners Key qualifications for this project include: - Strong networking and relationship-building skills - Ability to identify and navigate the necessary processes to achieve vendor approval As part of this role, you'll be responsible for: - Guiding my company to become an approved vendor with Shipping Company (MSC) - Leveraging our ship owner certification to help gain approval and navigate industry processes Your work will be integral in expanding my business and securing new clients, so I'm looking for someone committed, knowledgeable, and efficient who ca...

Background: ...plan with clear milestones, responsibilities, and timelines for the branding process. Organizing stakeholder consultations and workshops to gather input, address concerns, and foster buy-in for the branding initiative. Executing the branding across various touch points including physical assets, digital platforms, marketing collateral, and internal communications materials. Deliverables The consultant(s) will be expected to deliver the following: Brand identity package including logo design, visual elements, and brand guidelines. Implementation plan with detailed steps, timelines, and responsibilities. Stakeholder engagement report summarizing feedback and outcomes of consultation sessions. Finalized branding materials and assets for deployment across all relevant to...

I'm in need of an experienced and certified Japanese to English translator for text documents. The primary purpose of this translation is for legal use, and I prefer someone with certification in linguistic translation. Key requirements: - Proven experience in Japanese to English translation, specifically for legal documents - Certification in linguistic translation is crucial - Attention to detail and accuracy to ensure a high-quality output Please provide your relevant experience and certifications in your bid.

We are seeking a skilled AI and Machine Learning Engineer and Software Developer to develop and train ...decision-making - Implement NLP techniques to enhance chatbot interactions - Proficient in chatbot development frameworks, particularly Dialogflow and Microsoft Bot Framework Please READ the attachment CAREFULY. Please submit your technical and financial proposal. Team building and proposal are encouraged (AI and Machine Learning Engineer + Software Developer). Evaluation Criteria Proposals will be evaluated based on the following criteria: • Technical Approach and Methodology (40%) – Maximum 3 pages. • References and Past Performance (10%) • Financial offer (50%) (including number of proposed hourly rate and estimated total number of...

I have a French birth certificate that needs to be translated into English within 1 day. The translation must be certified. Given the urgency of the project, only experienced and detail-oriented translators should apply. Additionally, the translator must have: ...translation must be certified. Given the urgency of the project, only experienced and detail-oriented translators should apply. Additionally, the translator must have: - Native-level proficiency in both French and English - Prior experience with official document translation - Knowledge of the certification process for translations You should be able to deliver the translation as a digital copy via email. A notarized copy is not required. Please bid only if you can meet the deadline and the certification requir...

I need a professional to prepare my income statement and balance sheet according to IFRS standards. My records are ready, and I only require a summary-level of detail. Ideal skills and experience include: - Proficiency in IFRS (International Financial Reporting Standards) - Proven track record in preparing financial statements, especially income statements and balance sheets - Detail-oriented and able to work with a high level of accuracy - Good communication skills to clarify any details for a summary-level reporting. This is a one-time project, but if successful, there may be more in the future.

I require an experienced accountant to prepare a set of financial documents for my company. Last 2 year Audited Financial statements for the previous 2 fiscal year-ends: Income Statement, Balance Sheet, Cash Flow Statement Interim Financial Statements (Balance Sheet, P&L, Cash Flow Statement) Financial statements for the most recent interim period: Income Statement, Balance Sheet, Cash Flow Statement Merchant Processing Statement

I have bank statements from Bank A that I need converted into an Excel spreadsheet. The specific transactions you'll be dealing with are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: bot...are both deposits and withdrawals. Here's what I need: - A thorough and meticulous translation of each individual transaction: both deposits and withdrawals. - Once this data is entered into the spreadsheet, I need you to sort it by transaction type. This role requires expertise in Excel and a keen eye for detail is essential, as the integrity of the data will be paramount. Knowledge about financial transactions, specifically deposits and withdrawals, will be useful. A background in bookkeeping or accoun...

I'm looking to leverage Azure document intelligence prebuilt models and train models to extract data from a variety of tax and financial documents. The extracted data needs to be exported into a Google spreadsheet. Additionally, I need an interface for users to easily upload these documents. Key Requirements: - Extract data from various financial documents: primarily focusing on Expense reports, W-2 forms, credit card statements, 1099s, and annuities. - Extract specific data from credit card statements such as Transaction amounts, Merchant names, Transaction dates, and also the ability to convert currency and combine rows. - Extract specific data from bank statements like Account balances, Transaction descriptions, and Check numbers. Ideal Skills and Experience: - Pr...

I'm seeking a skilled freelance copywriter to help with an exciting project. Your primary task will be to create compelling copy that drives engagement, boosts SEO, and ultimately leads to increased revenue. Your role will be crucial in helping me achieve my financial goals. Key Responsibilities: - Develop persuasive, SEO-optimized copy - Understand target audiences and create tailored content - Collaborate on content strategies - Monitor and optimize content for performance Ideal Skills: - Proven experience in copywriting - Strong understanding of SEO - Ability to write engaging, persuasive content - Excellent communication and collaboration skills If you have a passion for writing and a keen interest in boosting online revenue, I'd love to hear from you. Please be ...

...be utilized and their expected impact on the business. - Financial projections that can demonstrate the feasibility and profitability of the startup, specifically focusing on the loan amount requested (between INR 15Lakh to 20Lakh). - Break-even analysis that can help potential lenders understand the risk and reward of investing in this venture. The right candidate for this job should possess a solid understanding of the Food and Beverage industry, as well as a background in financial analysis and reporting. Previous experience in assisting startups in securing funding or creating detailed project reports for the purpose of obtaining loans would be a significant advantage. They should also be able to clearly articulate complex financial data in a way that is easily...

...with you during our discussion. Therefore, expertise in UI/UX designs and experience in developing aesthetically-pleasing apps will be advantageous. Applicants should also show a strong understanding of securely handling real-time transaction data and sensitive user information. Please provide a portfolio or samples of past work in your application. Your previous experience in creating similar financial apps will also boost your application. I want to build a cash advance app that a user log ins using email and password or create an account using email and password, then next page after successfully authentication asks first time customer to create a profile with first name last name address phone number, then on next page customers input their bank debit card information, then ...

Company Overview: is a leading online platform dedicated to providing innovative & effective financial education. Our courses and resources are designed to empower individuals to achieve financial success. Job Summary: We are looking for a versatile and highly organized Digital Marketer to join our team.

I'm looking for a freelancer to create two custom monthly payslips based on an annual salary of $105,000. The payslips will be for April & May should be professional, simple and include the following details: - Employee's name and address - Employer's name and addr...April & May should be professional, simple and include the following details: - Employee's name and address - Employer's name and address - Date of payment - ABN (Australian Business Number) - Year-to-date (YTD) earnings The required format is a simple and professional design without any need for color or excessive creativity. Ideal Skills and Experience: - Experience in creating payslips or financial documents - Understanding of Australian payroll standards and regulations - Abili...

I'm looking for a skilled freelancer to develop a customized net worth spreadsheet. This spreadsheet should enable me to meticulously track my financial progress across various categories. Key Requirements: - The spreadsheet should allow me to input and monitor: - Investments (especially individual stocks) - Debt - Savings - Income - Expenses - Other category for miscellaneous expenses or income - I require a simple, user-friendly design that makes manual data entry easy and intuitive. Skills and Experience: - Proficiency in spreadsheet software such as Excel or Google Sheets is essential. - Experience in financial tracking and net worth management is highly beneficial. - Understanding of stock market, investment tracking, and basic accounting principle...

I am l...looking for a specialist in IFRS 9 modelling. The primary purpose of this project is to aid in the financial reporting of my company. Specifically, I aim to achieve more reliable risk assessments through improved modelling. This project will focus specifically on the financial reporting of loans and receivables. Therefore, it is crucial for the chosen freelancer to be well-versed in these financial instruments under IFRS 9 modelling. Ideal Skills: - Thorough understanding of IFRS 9 modelling - Experience in financial reporting of loans and receivables - Ability to create reliable risk assessment models Your role will remarkably improve the transparency and reliability of my company's financial reporting. I'm excited to work with a ...

...am looking for an HR consultant to help with recruitment and training for my company in Mysuru. Key Responsibilities: - **Recruitment and Hiring**: The consultant should assist us in the recruitment process, ensuring we attract and hire the best candidates. - **Training & Development**: They should also help in creating and implementing training programs that will enhance the skills and knowledge of our employees. Experience: - **HR Expertise**: The ideal candidate should have a strong background in HR, with specific experience in recruitment and training. - **Small Business Experience**: Experience with small companies is a plus, as our team is less than 50 employees. - **Local Knowledge**: Knowledge of the Mysuru job market is preferred. Location: - The consul...

I'm completely new to crypto mining and eager to start my own operation. I'm seeking an expert to guide me through the essentials. Key Project Deliverables: - Explanation of the crypto mining fundamentals - Recommendations on hardware selection - Assistance with software configuration - Tips on optimizing energy efficiency The ideal candidate should have: - Extensive experience with crypto mining - Proficiency in hardware and software selection - Knowledge of energy-efficient setups - Strong teaching and communication skills Ultimately, I'm looking for someone to mentor me through the process, ensuring I start my crypto mining operation on the right foot.

I'm searching for a professional who is proficient in SQL coding specifically for MySQL database design. PowerShell scripting or similar would also be beneficial. This is a basic level project taking existing Local government procedures and converting them into S...according to the basic complexity level specified. This initial project will just be designing a procedure to easily import traffic count text files into SMSS via stored procedures, a PowerShell script or any process compatible with SQL. Full automation is preferred however if the client needs to conduct some small steps this will be fine This will be an ongoing project working through a GIS consultant for a local government client therefore once appointed the successful programmer will be given tasks on a task b...

I'm seeking a talented developer with a solid understanding of Excel VBA and Python to develop a system that generates and runs Python code via a manual button within Excel. The Python code generated should have the capability to work with financial data specifically. Linguistic proficiency in Excel VBA and Python is required; knowledge in XLwings or a similar tool would be a significant advantage.

I'm seeking a skilled and versatile bookkeeper to manage my accounts in QuickBooks. Key Responsibilities Include: - Daily entry of transactions - Financial statement preparation - Tax planning and filing Ideal Qualifications: - Proficiency in QuickBooks - Experience in managing both accounts payable and receivable - Strong understanding of tax planning - Excellent attention to detail - Previous experience working with a diverse range of transactions I value clear communication and a proactive approach to managing my finances. The role may be expanded in the future if the right candidate demonstrates a keen eye for financial strategy.

I need an experienced and detail-oriented finance report writer for my project. In this role, you will be responsible for compiling a comprehensive finance report. Your work will be essential for our financial decision-making and strategy development. Please apply only if you have relevant experience in financial reporting and analysis. Your attention to detail is crucial, as the accuracy of our financial data is paramount. Thank you.

We are seeking a California licensed geothermal engineer to conduct a peer review and certification of our ground source 126 ton thermal energy system. The engineer should possess extensive experience and expertise in geothermal engineering and be familiar with California state regulations and licensing requirements. The main responsibilities include reviewing the thermal energy system design, ensuring compliance with applicable codes and standards, and certifying its successful implementation. The ideal candidate should have excellent problem-solving skills, attention to detail, and the ability to produce accurate reports.

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Job Title: Offshore Banking Specialist Responsibilities: • Consult on choosing a bank that meets the requirements of an offshore company. • Interact with banking and regulatory authorities in Seychelles. • Ensure the account opening process complies with international standards and legislation. Requirements: • Experience in the financial sector, preferably with offshore companies. • Knowledge of international banking legislation and practices. • Excellent communication skills and the ability to work in an international environment. • Proficiency in English at a high level.

I need help configuring my instance of to reach out to contacts and inquire about their clients, specifically business owners who may be interested in selling their businesses. Key Requirements: - Configuring : I am seeking a professional who can set up my instance of to effectively reach out to a wide network of professionals (accountants, financial advisors, bankers, wealth managers) with the aim to identify potential sellers among their clientele. - Contacting Professionals: Your role will be to utilize to establish contact with these professionals and to inquire about any potential business owners among their clients who might be interested in selling their businesses. - Handling Large Scale: You should be able to manage a large number

...freelancer for this task should possess a strong proficiency in cloud-based software development, particularly those intended for construction project management. Your experience should also extend to designing user-friendly interfaces that cater to the needs of project management and administrative professionals. Web Application A cloud-based platform designed to streamline project management, financial tracking, and employee/subcontractor monitoring. Following are the list of each component of the platform along with the features it can offer: 1. Project Tracker This module will allow users to manage and track the progress of each construction project individually. Features: • Dashboard: Central hub displaying key metrics, status updates, and alerts for each project. &b...

I require a functional, customer-friendly website for my online electronics business. It should be designed to facilitate seamless online sales with a focus on effective product display and a smooth shopping experience. My project demands fo...website development. - Proficient understanding of integrating payment gateway for Credit/Debit Cards. - Excellent understanding of user interface and user experience design. - Knowledge and skills in creating appealing visuals of electronics items. - Familiarity with optimizing online shopping procedures from browsing to check out. The approach should prioritize user navigation and ensure secure financial transactions. A comprehensive understanding of electronics and their consumers is a plus. Proven experience in similar projects will be b...

I'm seeking an experienced consultant adept at various aspects of personal automation. These include: - Task management: Your expertise should cover automation of task scheduling, prioritization and reminders. - Financial management: I require automation for my finances, specifically tracking my budget and investments. - File Workflow and project management automation. - Setting up all digital systems to be reflective and assisting to having a second brain with at all times. Specifically i am looking for someone with a real skill and passion and experience in setting up digital automation to make life productivity 10X If you have prior experience in these domains, please apply. The ideal candidate is one who excels in streamlining processes to simplify life.

...business plan that's not only investor-friendly, but also aligns with my business goals and objectives. Key deliverables: - A detailed business plan that includes market analysis, financial projections, and a clear path towards profitability. - The plan should be tailored to attract potential investors, showcasing the value of my business and the potential for high returns on investment. Ideal skills and experience for this job include: - Proven track record in writing successful business plans that have secured funding for startups. - Deep understanding of the current market and industry trends. - Strong financial analysis and forecasting skills. - Excellent communication skills to clearly articulate the business's value proposition and growth potential. - Abi...

I am looking for only Indians. I'm in need of a skilled writer for two key tasks: a business report and a blog post. Please note that some details were omitted by the client, so you may need to clarify them as you work. For the business report, I'll provide you with data regarding our company's financial performance, market trends, and growth opportunities. Your job will be to analyze this information and present it in a clear, concise, and insightful manner. This will help us make informed decisions in the future. The blog post's topic was not specified, so I'll need you to come up with a relevant, engaging theme. The target audience is also not clearly defined, so the content should be versatile and appeal to a broad range of readers. The ideal cand...

...Okay, if we get past the first question, let’s delve a little deeper into what I am after. We are an outsourced paraplanning business in the field of Financial Planning in Australia. The two major parts of this business that I think AI could assist with, if done correctly are: 1. Reviewing the Work Requests that are sent to us. 2. Reviewing the Advice Documents that we have written to make sure they meet the client’s (Financial Planner) work request and are compliant with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spre...