You Are A Financial Adviser And The Following Information Is An Extract Of Data You 3752730

PERSONAL WEALTH MANAGEMENT Semester 2, 2019 Practical Assessment— Case Study Assignment Individual Due date: Friday 20th September 11:59 pm 2019. Weighting: Case Study and Poster – 30% Word Length: No more than 2000 words (part A only). Content Coverage Lecture Materials 1 to 7. Learning outcomes Understand and perform simple financial need analysis. Understand concepts associated with portfolio theory. Appreciate the effects of taxation on financial planning and calculate taxation liability Develop and be able to critically evaluate a financial plan for an individual. Other objectives: Research, problem solving skills, communication skills, critical thinking, writing competence. Assessment task Question 1: Case study You are a financial adviser and the following information is an extract of data you gathered as part of fact finding during an initial client consultation for married couple Alex William and Rachel William:



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