For this assessment, you are required to extract data from a data collection instrument and analyse the information provided. You are then required to undertake research and analysis on a client scenario, then recommend suitable strategies and/or product/s appropriate to the needs of your client and write a report outlining your analysis and recommendations. This comprises of two areas of advice, one is Financial Planning Budgeting and debt management. The format of the report must be in accordance with the ASIC requirements (source: www.asic.gov.au) and the example will provided to students by the teacher. Written submissions should be a minimum of 1,200 and maximum of 2,000 words in length, professionally presented according to the ASIC requirements. Assignments must be typed in a legible font at least 12 point in size, Calibri, with numbered pages, printed single-sided on A4 paper (with at least a 2cm margin) and double spacing. A Strategy Report template to be used will be provided on Moodle. All submissions must c
omply with the requirements listed in the Course Handbook. Refer to the next page for the specific requirements of this assessment task. Subject Guide: ACBUS107A Financial Planning Fundamentals © TAFE NSW gher Education Semester 2, 2019 Page | 23 Case Study: Mark Garcia Introduction You are a financial adviser for St George Financial Planning Pty Ltd and the following information is an extract of data you gathered as part of the Financial Needs Analysis during the initial client meeting with Andrew Ferrell. The information below is used to formulate an appropriate analysis of Andrews needs. Your Client The client for this case study is Mark. s concerns are about not having adequate savings and available funds for a deposit on his first home. Read Marks details below. Financial Needs Analysis Details Personal Details Name Mark Garcia Gender Male Nationality Australian Date of Birth 03/03/1987 Marital Status In a relationship Address 35/190 196 Jubilee Ave, Carlton, NSW, 2217 Preferred contact 0451557226 Email