Sentences with phrase «risks as the financial planner»
For example, the job description of a financial office secretary likely does not include oversight of individual financial accounts but in reality, the secretary does have access to sensitive customer information so realistically, the role of the secretary may present similar risks as the financial planner whose job description specifically requires handling and management of customer financial information.
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Society's «longevity risk,» as financial planners call it, has been a slow - developing crisis, more a rising tide than a sudden storm, so top investment minds have had some time to prepare for it.
Others, such as Geoff Davey, co-founder and director of FinaMetrica, an Australian firm that creates a risk tolerance questionnaire that's used by financial planners here and abroad, say our sensitivity to risk is generally stable, much like a personality trait.
We therefore strongly advise you talk to your financial planner, tax adviser and / or stockbroker and ensure you understand the risks, the specific tax implications as well as the legal and financial ramifications of a share investment lending facility.
A financial planner (also known as a financial adviser) is a person or authorised representative of an organisation, licensed by ASIC, to provide advice on some or all of these areas of your finances: investing, superannuation, retirement planning, estate planning, risk management, insurance and taxation.
Financial planners consider term plans as the most suitable way to protect oneself against the risk of early death.
As a financial planner Dawn takes a life plan approach to financial planning incorporating all areas such as retirement and estate planning, risk management, college funding and wealth managemenAs a financial planner Dawn takes a life plan approach to financial planning incorporating all areas such as retirement and estate planning, risk management, college funding and wealth managemenas retirement and estate planning, risk management, college funding and wealth management.