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Investment Planning 1 SN3002

Discussion in 'Financial Planning Study Group' started by squidjibo, 29th Aug, 2011.

  1. squidjibo

    squidjibo Member

    Joined:
    8th Feb, 2010
    Posts:
    8
    Location:
    qld
    Hi I'm seeking help regarding question 2
    Just the part which asks 'how is the relationship between a stockbroker and a client different from the relationship with a financial planner' and less importantly, how the stockbroker and the financial planner can work together for the benefit of the client.

    I know that the relationship between broker/client is an agent/principal relationship and have explained that, and though it seems silly, I'm just looking for a way to describe the financial planner/client relationship... is there a way to sum it up like I have with the stockbroker/client?

    Thanks
     
  2. sammy

    sammy New Member

    Joined:
    31st Oct, 2011
    Posts:
    4
    Location:
    Adelaide,SA
    Hey guys.
    How did you guys end up went with the assignment? im really struggling with this one which is frustraing considering i breazed through the first 2.

    just wondering if you could help me with a few questions??? would be much appreciated.