4/1307 Pacific Highway Turramurra, Sydney NSW 2074, Australia
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    Case Study

    Statement of Advice Case Study

    Statement of Advice Case Study

    You are an authorised representative of a full-service licensed dealer group, Mentor Financial Planning Pty Ltd. Dennis and Donna Barker have come in to see you to ask for your assistance to plan out their next seven years and then help them settle into retirement. Donna (aged 53 – DOB 15/07/--) and Dennis (aged 52 – DOB 23/07/--) have been married for 29 years and live at Lot 3 Wattle Road, Hurstbridge, Victoria. Their only child, a daughter, Megan, is financially independent and has two children. Donna works full time as a business development manager for Best Marketing and h

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