ACCT2288: Financial Advisory Practice
ASSIGNMENT FEEDBACK SHEET
Student Name Student No
| Excellent | Very Good | Good | Fair Poor |
| Task 1 – Written report • Strategy development • Soundness of recommended strategy • Assessment of meeting retirement goals • Preparation and appropriateness of spreadsheets • Understanding of concessional and non concessional caps • Understanding of the CGT issues on selling rental property • Understanding of risk profile and asset allocation |
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| Task 2 – Quality of written report • Structure • Attention to detail • Spelling and grammar • Cohesion |
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| Task 3 – Completion of all compliance requirements for the Statement of Advice |
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| Task 4 – Presentation skills • Well prepared and organized • Clear voice • Eye contact • Body language Content |
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| Overall comments | |||
| Adviser Name: | |||
| Adviser signature: |
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