Wealth Management

Skill packages tagged with “Wealth Management”

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Financial Services Statement of Advice

Generate and validate personalised Statements of Advice (SoA) for retail clients in Australia. Ensures Best Interests Duty (BID) and FOFA ongoing fee compliance; includes soa_logic_validator and fee_disclosure_checker.

    Australia Financial Planning Wealth Management ASIC Compliance SoA BID FOFA
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