1. KAPLAN
PROFESSIONAL
EDUCATION
STATEMENT OF ATTAINMENT
This is a statement that
Euan Bloomer
has attained
FNSASICU503A
FNSCUS505A
FNSCUS506A
FNSIAD501A
FNSINC501A
FNSSMS501A
FNSSMS505A
FNSSMS601A
FNSSMS602A
FNSSMS603A
Provide advice in Superannuation
Determine client requirements and expectations
Record and implement client instructions
Provide appropriate services, advice and products to clients
Conduct product research to support recommendations
Invest self-managed superannuation funds assets
Support trustee in the selection and performance monitoring of outsourced
services
Provide advice in self-managed superannuation funds
Apply taxation requirements when advising in self-managed superannuation
funds
Apply legislative and operational requirements to advising in self-managed
superannuation funds
A Statement of Attainment is issued by a Registered Training
Organisation when an individual has completed one or more
accredited units.
These competencies form part of FNS50611 Diploma of
Financial Planning
Sa^Ann Stanford Date: 24 October 2014
Academic Director Certificate No: 783011
Kaplan Education Pty Limited
trading as Kaplan Professional Education
Registered Training Organisation #90116
Nationally Recognised ABN 54 089 002 371
Ph 1300 662 203
Issued without alteration or erasure