Read Scenario

Assignment 2
Q1 – Read Scenario 1: What issues will you need to discuss with Thomas as you review his financial
plan?
Q2 – Read Scenario 2. Identify and discuss some strategies that Alexis might consider to qualify for an
aged pension?
Q3 – Read Scenario 3. Identify and discuss some of the financial plan issues that may arise as a
consequence of the divorce of a financial planning client(s)?
Q4 – Read scenario 3. You are a financial planner who is advised that two of your clients, husband
and wife, have separated and are planning a divorce. The last SoA you provided, and all the client
records, are in joint names. What issues do you anticipate, and how should you advise your clients?

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