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Please submit in Microsoft Word format with filename: zID Adviser Engagement.docx University of New South Wales FINS5510 Personal Financial Planning 22T3 Adviser Engagement Assignment Template version 1.0 Student details: Student ID: Replace this text with your UNSW student zID Given name: Replace this text with your given name (UNSW student records) Family name: Replace this text with your family name (UNSW student records) Word counts: Question 1 829 Question 2 622 Student declaration: ☒ This assessment is my work and has not been done in collaboration with anyone else. 2 Question 1 Both Tristan and Jeremy attempted to build a deep understanding of the client's situation, needs, objectives, financial literacy, and risk tolerance in their good versions. In their good versions, the two financial advisors allow their clients to express themselves vividly, encouraging them to be more open as possible. Through the clients' communication opportunity, clients open up to the financial advisors about their problems, and objectives, thus giving them a chance to understand the client's financial needs. The financial advisors develop a deeper understanding of these situation ...
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