Fact Find Precis
Understanding the Fact Find document sections and the importance of each section in the Advice process is essential. In your own words articulate key information in each section identified below.
| Fact Find Section | Key Information |
| Personal Details | |
| Concerns or Goals | |
| Priorities | |
| Risk Profile | |
| Employment, Income and Expenses, Liabilities | |
| Superannuation | |
|
Retirement |
|
| Health | |
| Insurance | |
|
Assets |
|
|
Investment Planning |
|
|
Estate Planning |
|
|
Notes: |
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