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Melbourne/Glen Waverley

Discussion in 'Financial Planning' started by fezzah, 12th Dec, 2011.

  1. fezzah

    fezzah Member

    Joined:
    14th Nov, 2011
    Posts:
    6
    Location:
    Melbourne, VIC
    Hi,

    Is anyone in the Glen Waverley/Melbourne City area studying SRP and working on SRP0510 assignment?

    I will be starting mine in about 3 weeks and would like to bounce ideas/questions off other people who are doing the same assignment.

    Let me know if you are in the area and we can suffer together =]
     
  2. krazykakes

    krazykakes Member

    Joined:
    2nd Dec, 2011
    Posts:
    11
    Location:
    VIC
    Hi Fezzah

    Just about finished mine. how far have you got?
    i found the assignment interesting. and although questions 1-5 are incorporated into question 6, i still found question 6 a bit anoying to formulate a strategy without being too fanciful.

    Not sure what recommendations to make in regards to the estate planning and insurance. there is no specifics in the study material relating to either estate planning or insurance so i expect the recommendations are to be of general nature. eg. update will & appoint PoA etc, review insurances..

    any suggestions?
     
  3. fezzah

    fezzah Member

    Joined:
    14th Nov, 2011
    Posts:
    6
    Location:
    Melbourne, VIC
    Hi,

    Sorry about the late reply. I have been away for awhile. I am still reading through the book but am jotting down things I am finding handy for the assignment. Have you finished yours?

    Good luck!
     
  4. krazykakes

    krazykakes Member

    Joined:
    2nd Dec, 2011
    Posts:
    11
    Location:
    VIC
    Hey Fezzah

    yup all finished.. phew!
    on to Advanced Diploma now!!