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FInancial Plan construction

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.

Skills: Financial Research, Technical Writing

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About the Employer:
( 0 reviews ) Australia

Project ID: #4733482

5 freelancers are bidding on average $183 for this job

DebajyotiBasu

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!

$210 AUD in 10 days
(6 Reviews)
4.2
awaisyasin

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.

$150 AUD in 3 days
(7 Reviews)
3.7
lcpanicker30

Greetings! Mr. Robyn, I have the required experience & qualification for this job, looking forward to hear from you.

$156 AUD in 14 days
(2 Reviews)
2.9
priyal1997

Dear Sir/Madam.. Kindly check PM for my bid details.. Best regards - Priyal

$200 AUD in 4 days
(5 Reviews)
2.4
bmbconsulting

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.

$200 AUD in 4 days
(0 Reviews)
0.0