I am looking for someone to write a Statement of Advice for a financial planning firm in Australia.
We address a client's goals and objectives and then offer solutions in a document.
We disclose our fees and charges, describe the products we will use, and offer alternative products that were considered.
There is a client data form from where the information is sourced, and this is then entered into a template.
Accuracy is paramount, with excellent spelling and grammar a pre-requisite to the job.
There are templates to follow but we would train you via Skype to ensure you have a grasp of the work involved.
The end document must be formatted neatly and correctly.
5 freelancers are bidding on average $183 for this job
I am a business consultant with 10+ years of experience. I will write a professional SoA that will meet your objectives. More details in the Message Board!
It’s my pleasure to bid on this project. I am qualified CIMA and have relevant experience. I have gone through your requirement and I assure that assignment shall be completed swiftly. You may check PM for detail.
Hello, I was previously a Chartered Accountant and as such I believe I would have the skills necessary to undertake this project for you. I have sent a PM with further details. Thank you for your consideration.