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Kaplan FFP 1209 Assignment

Discussion in 'Financial Planning Study Group' started by tegs09, 12th Apr, 2011.

  1. tegs09

    tegs09 New Member

    12th Apr, 2011
    Hi there,

    I am new to this so hope I am in the right area!! I have started the assigment for Walter Gannon and am up to the SOA cover page, just a bit confused if I need to mention Burton Financial planning anywhere on it, my first inital thought is I only need to mention Tracy Burton as she is the authorised rep, have put Wynz details as the licensee.
    Prepared by
    Tracy Burton
    (rep no,contact details etc)
    Authorised rep of
    Wynz Financial Services
    (abn, licence details etc)

    Anyone else confused about this? Look forward to hearing your response!