Financial plan travel agency jobs
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 ...
Vehicle Display Device Please gather product information on vehicles that are equipped with the technology described in the section "2. Technolo...the website or YouTube site as the basis for the evidence. ★Please clearly indicate where the above technology is disclosed. [example 1]★Technical Details YouTube: “youtube.com/watch/v=OEczSq” Time: 2:30-3:15 Product name: “MODEL S” Company name: “TESLA” [example 2]★Technical Details URL: https://OEczSq Written section: Second paragraph Product name: “MODEL S” Company name: “TESLA” ・The term "plan to sell" includes products under development. ・If the name of the company developing the product is clearly stated in the evidence, the payment requirements are sati...
Vehicle Information Processing Apparatus 【1 Background】 Technology aimed at reducing discomfort felt by drivers when switching from autonomous t...the website or YouTube site as the basis for the evidence. ★Please clearly indicate where the above technology is disclosed. [example 1]★Technical Details YouTube: “youtube.com/watch/v=OEczSq” Time: 2:30-3:15 Product name: “MODEL S” Company name: “TESLA” [example 2]★Technical Details URL: https://OEczSq Written section: Second paragraph Product name: “MODEL S” Company name: “TESLA” ・The term "plan to sell" includes products under development. ・If the name of the company developing the product is clearly stated in the evidence, the payment requirements are satisfied...
As a travel agency, I am looking to expand my services and improve customer service to better meet the needs of my clients. My primary goal is to increase customer satisfaction through improved customer service. I offer a wide variety of services to a wide range of travelers, from flight bookings to hotel reservations and tour packages. All of my services are tailored to meet the various desires and needs of my customers. I believe in providing top quality services that will not only meet but exceed their expectations. By seeking to improve customer service, I hope to build trust and loyalty with my customers. I am eager to take my travel agency to the next level and look forward to working with you as a valued partner. Together, we can help create an excellent ...
...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...
...anxious. Therefore, this technology can be said to have room for improvement. 【2 Technology Description】 This is about vehicle display devices. This device is set to display the action plan to be executed next after the current vehicle action on the first display installed inside the vehicle as a main action plan. In addition, a second display installed inside the vehicle separate from the first display is set to display the main action plan and the secondary action plan to be executed following that main action plan. 【3 Reference Technology】 Example: The second display is set to display the secondary action plan starting from the position closest to the first display in the order in which the planned actions are executed. Example: The first...
...a web application I've developed, specifically tailored for the construction industry. Key aspects of the project include: - Ensuring the application is user-friendly and intuitive, particularly for professionals in the construction industry. - Checking the functionality and performance of the software, particularly in relation to: - Project management: The software should allow users to plan, execute, and manage construction projects effectively. - Resource allocation: The software should help in managing and allocating the resources needed for construction projects. - Production information: The software should be able to provide and process critical production data necessary for construction projects. Your insights will be crucial in identifying any issu...
I'm facing some errors and broken links on my Laravel website. I need someone to help: - Identify the existing error messages and fix them - Identify broken links and propose a solution I don't have a preference on how yo...some errors and broken links on my Laravel website. I need someone to help: - Identify the existing error messages and fix them - Identify broken links and propose a solution I don't have a preference on how you identify the broken links. Just propose the most efficient and effective method for my website. Deliverables: - Resolving all error messages - Providing a list of broken links and a plan on how to fix them Ideal Skills: - Proficient in Laravel - Experience with troubleshooting and fixing website errors - Familiar with identifying a...
As a service-based business owner, I am seeking assistance from an expert digital marketer or agency to improve our Google reviews to reach 500 reviews. Until now, we have been prompting our customers via follow-up emails. However, we would like to explore and implement more effective, innovative methods of encouraging our customers to leave reviews. Primed candidates should: - Have previous experience in increasing online reviews, particularly on Google, for service-oriented businesses. - Be adept in developing creative strategies for customer engagement. - Have excellent knowledge of email marketing and other possibly more effective methods. - Have the capacity to provide sustainable solutions: the goal here is to see a consistent growth in the number of high-rated reviews. - Be...
Information Collection on Vehicle Charging Systems <Request> Please collect product information of cars equipped with the technology explained i...of the website or YouTube site as the basis for the evidence. ★Please clearly indicate where the above technology is disclosed. [example 1]★Technical Details YouTube: “youtube.com/watch/v=OEczSq” Time: 2:30-3:15 Product name: “MODEL S” Company name: “TESLA” [example 2]★Technical Details URL: https://OEczSq Written section: Second paragraph Product name: “MODEL S” Company name: “TESLA” ・The term "plan to sell" includes products under development. ・If the name of the company developing the product is clearly stated in the evidence, the payment requirements are sat...
I am looking for experienced mobile app developers to create a unique app with robust e-commerce capabilities. While I have no specific preference for a coding language, your skill in Python, JavaScript, or PHP should be commendable. Key Requirements: - Versatile in coding, with proficiency in Py...JavaScript or PHP - Prior experience in developing mobile applications - Extensive knowledge in integrating E-commerce functionalities The main objective of this project is to bring forth a user-friendly and efficient mobile application. Your role would be pivotal in achieving this, and ample experience in this field would be preferred. Please submit your bid with an outline of your proposed plan and relevant portfolio showcasing your skills in mobile app development and e-commerce in...
...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 ...
...Responsibilities: - Enhancing product descriptions for improved SEO performance - Optimizing meta tags to drive more organic search traffic - Restructuring URLs to align with best SEO practices - Utilizing Yoast Plugin to ensure optimal SEO efficiency for delivery area audience Please submit a detailed project proposal outlining: - Your experience with Shopify SEO and any relevant past work - Your plan for executing these SEO improvements - Your approach and methodology for local (city or state) optimization Ideal Candidate: - Proven experience in Shopify SEO enhancement - Expertise in optimizing product descriptions, meta tags, and URLs - Familiarity with Yoast Plugin preferred - Prior success with local SEO strategies - Ability to deliver a detailed and well-structured proje...
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 looking for a video editor to edit a series of 1-minute travel vlog videos for the week of May 21-28. The final videos need to be fun, energetic and engaging. I am gone on a trip doing a race through europe from may 21-28. I need someone that is skilled at editing and can put together 1 min videos that are entertaining, with graphic overlays, music (does NOT have to be copyright free music) Must be able to make these edits between 4pm EST to - 4amEST. I will send all video files to a shared drive for the day before I goto bed. I can give a quick outline of how I would like the video but I want you to be able to watch the videos and know what parts need to make the cut. I will try to edit the videos so there may be 15-20min of videos for you to look though at the max. And n...
I am looking for a skilled and experienced writer to help me create a content plan and write various pieces for my website and Instagram page, both of which revolve around real-life stories. Key Responsibilities: - Develop a content plan that includes a mix of original, creative content with a focus on real-life stories. - Write engaging and high-quality content for both the website and Instagram page. - Suggest complementary design and photo ideas for the content plan. - Manage the content creation process in collaboration with us. - Work on a parallel Instagram page to support the main webpage, and potentially collaborate with a graphic or sketch art partner for visual elements. Ideal candidates should have: - Prior experience in writing erotica or similar content...
Sorry I forgot to add the video I wanted to be edited. Its now here under "can you make it" please review Looking for someone to add 2 edits to this video : 1: at :07 when i say no money, no credit cards and no plan. I want the symbols of circle with line through it to pop up 1 at a time as Im saying it so all 3 are on the screen. Ive attached example pic of what I mean. (ex.1) Please make one of these signs for no money, no credit cards, and no plan 2: at :11 When the picture of the map shows up. I want it to be a animation of us 3, with fat heads, traveling from Milan, Italy all the way to Berlin Germany. Looks at the video I attached I would like the dotted line to follow them all the way to Berlin. Also it doesnt need to be straight line to berlin make sure ...
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 ...
As the project owner, I'm looking to transform an image file of a 2D floor plan into a to-scale outline floor plan. For this project, the digitized floor plan should include room measurements. While I didn't specify a preferred software, utilizing a program adept at architectural design, such as AutoCAD or SketchUp, would be beneficial. The ideal freelancer would possess: - Proficiency in architectural drafting software - Experience transforming image files into digital floor plans - Attention to detail, specifically regarding accurate room measurements.
I'm looking for a creative interior designer to enhance the layout of my luxury...modern, luxurious layout of rooms that will be logically arranged in the best possible way and well used space to follow modern European design. This plan serves me as an idea for my architect and to meet my needs. That plan is just an idea for the development of a future plan, so that dimensions can be provisional but realistic. Key Requirements: - Reimagine the space to best utilize the area and enhance the luxury feel - Considering the number of rooms available, create a cohesive and aesthetically pleasing design - Please read job description "Floor plan " - The document "Layout " contains the current architectural plan that I am not satisfied...
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.
...brand and marketing planning in the retail sector. - Comprehensive understanding of the young adult (18-35) demographic and how to effectively target and engage with this group. Your responsibilities will include: - Conducting thorough market research to guide our business strategy. - Developing a targeted sales strategy to appeal to the young adult demographic. - Crafting a branding and marketing plan that resonates with this demographic. - Implementing and monitoring the success of these strategies, making adjustments as necessary. Skills and experience: - Successful track record in retail business development. - In-depth knowledge and understanding of the young adult demographic. - Strong analytical skills for market research. - Creative branding and marketing skills. - Exce...
I need media buyer in marketing agency but he is Egyptian
I'm currently seeking an experienced cold caller to support my outbound marketing agency. Key Responsibilities: - Making outbound calls to clients in the {target industry/market} - Focusing on driving sales through effective communication and rapport-building - Logging accurate and detailed notes on each call Ideal Candidate Skills: - Proven track record in cold calling and telemarketing - Familiarity with {target industry/market} is a plus - Strong communication and interpersonal skills - Ability to effectively navigate sales conversations - Detail-oriented and able to maintain accurate records Communication for this project will be primarily through phone calls. A successful candidate will be able to drive sales through effective cold calling strategies. Experience in...
...assistant to support my daily responsibilities. Hindi and English language are needed. Key Responsibilities: - Scheduling appointments: You'll be in charge of managing my appointments and ensuring they do not overlap. - Managing emails and correspondence: Your role will include managing my email inbox and responding to certain emails on my behalf. - Research and booking travel arrangements: You'll need to research the best travel options and accommodations for my trips and manage the booking process. This is a part-time job requiring less than 10 hours a week. A background in administrative tasks and excellent organizational skills are essential. Fluency in multiple languages and experience in customer service are a plus but not mandatory. I'm looking ...
...accurate site plan for approximately 20 residential lot development in Jacksonville, Florida. This project requires careful attention to lot sizes and dimensions, as well as adherence to Jacksonville's specific setbacks and zoning regulations. The design should also include necessary road access and infrastructure requirements. The ideal freelancer for this project would have experience in civil engineering or urban planning and have a deep understanding of Jacksonville's local zoning laws. Skills in CAD or other design software are a must. The site location is 3062 Sunnybrook Cr, Jacksonville, Fl 32254 the Lot has an area of 3.47 acres We can split the project in different phases. We need right now the preliminary site plan to apply
I'm looking for an experienced developer to integrate a payment plan feature to my website. Currently, I accept credit card and PayPal payments through PayPal gateway. The website is running on Shift4Shop. Key Requirements: - Implement a payment plan feature on the website that allows customers to choose 2 or 3 payment installments. - Ensure the payment plan is processed smoothly and securely, utilizing the existing PayPal payment gateway. The ideal freelancer for this project should have: - Proven experience in integrating payment plan features on e-commerce websites. - Proficiency in working with Shift4Shop and the PayPal payment gateway. - Strong understanding of e-commerce user experience and security considerations.
I have an old drawing plan that I'd like to transform into a modern, eco-friendly residential space. The project involves a complete redesign, incorporating sustainable features such as solar panels and energy-efficient insulation. Key Tasks: - Complete redesign of an existing drawing plan - Integration of sustainable features like solar panels and energy-efficient insulation - Ensuring the new plan is optimized for residential use Ideal Skills and Experience: - Previous experience in residential design - Proficiency in incorporating sustainable features in design - Ability to create detailed and comprehensive plans - Understanding of structural elements and architectural principles Please bid if you have the right skills and experience for this project.
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.
...your input. I do think this should give you a somewhat decent idea. Affiliates can sign up from CF Website or by invitation. (email) Affiliates have portal they can see activity Post Training Materials Marketing Materials Post messages to “group.” CF has ability to send group emails to all affiliates CF has ability to Block/Remove Affiliates Links they use for sales generation tracks which Plan Package their client signed up for. Affiliate receives a commish based on: Sale with Demo but no Training provided by Affiliate Sale with Demo and no Training No Demo, No Training Lead only Ability to create Sales reports for each Affiliate so that CF can issue Commish checks We may want to have ability to customize commissions for Affiliates.
...seeking a professional who can create a business continuity plan (BCP) and IT policy for a financial and asset management company based in ADGM (Abu Dhabi Global Market). Key Deliverables: - BCP: The plan should cover data protection, disaster recovery, and network security. It needs to be tailored to a small business with less than 50 employees. - IT Policy: I require a thorough IT policy that aligns with best practices and the specific needs of my firm. Key Considerations: - My firm currently has 7 employees using Microsoft 365. There are basic existing IT infrastructure or policies in place. Hence, the BCP and IT policy should be designed from scratch. Ideal Skills: - Experience in creating BCPs and IT policies for financial companies. - Knowledge of da...
I require an expert in architectural design and construction to design and plan the install of a load-bearing beam. The beam is to span a length between 10 and 20 feet, critical to the support of a structure. Materials preference is wood, so familiarity or specialty with wooden structures is a must. To be successful, you must provide: - Expertise in structural integrity and architectural design. - Experience with wooden materials, especially load-bearing. - Detailed plan for the design, placement and install of the beam. Note the project phase does not involve installation. It is limited to professional advice and planning.
...strategies. Handle various tasks from marketing to operations. Requirements: Knowledge of business and marketing. Excellent English skills. Organised and efficient. Creative and full of ideas. Able to work independently and as part of a team. Benefits: £400/month, with potential for growth. Flexible, remote work. Opportunity to grow with the company. Supportive team environment. Potential for travel and in-person collaboration in the future. How to apply? However you want, be creative....
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.
I am contacting you regarding the assist 2 Bank can be in UK or any country worldwide, except USA / US bank 3 We want to open 2 accounts for Seychelles IBC comp.(the company hasn't start trading yet, because it doesn't have a bank account. We plan this SEY company will be the owner of websites, and 2 accounts for UK LLP company (they will sell e-shops book and e-shop BAZAR (ads classified)). 4 The owner of SEY company is a resident of China, UK LLP owned by EU citizen
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
I am seeking a vibrant, innovative brand strategist for a budding brand. The ideal candidate will understand how to speak to professionals in the 25-40 range success...speak to professionals in the 25-40 range successfully, recognizing their needs, tastes, and aspirations. Tasks: - Development of a brand strategy from scratch encompassing all key factors: the vision, mission, personality and the positioning statement. - In-depth competitive analysis to understand stand-out strategies in the current market. - Collaborative creation of a novel, targeted marketing plan. The suitable candidate should have: - Able track record of successful brand creation from zero. - Proficient understanding of marketing towards a professional demographic. - Sound knowledge of competitive analysis t...
...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...
...track record of driving leads and conversions through Google Ads. - Experience in the travel industry: Understanding of the nuances and competitive landscape in the flight booking sector will be a significant advantage. - Lead Generation: Ability to strategize and implement tactics that result in a higher volume of quality leads. Your responsibilities will include: - Auditing the current campaign and making recommendations for improvement. - Keyword research and targeting optimization. - Ad copywriting and A/B testing. - Landing page optimization for lead generation. As my business and campaign are focused on international flights within the US, you should demonstrate a strong understanding of the travel industry in this context. The success of this project will be measu...
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.
...funding for further growth. I'm in need of a professional who can craft a comprehensive 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. - Exce...
A website for a web design agency is to be completed as a project. It is a coffin page that consists exclusively of a mega section, a multi-page form with multiple choice etc., a contact page, a portfolio page. Homepage Contact page portfolio Multi-page inquiry form for potential customers. Under no circumstances may a ready-made website template be used. It is an advantage if you can start work as soon as possible and your previous customers were satisfied with you.
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...
I'm seeking a Shopify professional to develop an online store for me. Being a beginner, I prefer a simplistic, effective, and professional website over more complex and expensive options. Here are my requirements: - Website Purpose: The primary purpose of my website is to sell products online. - Product Display: Initially, I plan to display less than 5 products on the site. - Product Management: I require photo editing for m’y product images Ideal Candidate: The ideal candidate must have a solid understanding of Shopify development and e-commerce best practices. They must also demonstrate a keen eye for design to create an effective and professional look for the site. An understanding of logistics and shipping options is a must.
...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...
