Gather Information and Research

  • Data entry.
  • Product Research Portfolio & Performance Reports.
  • SOA Requests (quotes, key info).
  • Setup electronic client files.
  • Transcribe file notes.
  • Enter fact find into planning software.
  • Insurance comparison quotes e.g INC, RiskSolver or COIN.
  • Prepare Advice Map/summary of fact find and client details.
  • Research clients existing super funds.
  • Prepare super fund summary.
  • prepare Chant West reports (or similar).
  • Research clients existing investments/ insurances.
  • Lost super search.