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Category : Diploma of Financial Planning

Diploma of Financial Planning Answers

Question 1. a) Given your assessment of the current state of the Australian economy, design an investment portfolio (asset allocation) utilising the 4 basic asset classes of; - Equities (shares), - Property, - Fixed Interest, and - Cash for both a conservative investor and an aggressive investor, who each expects to work for another 20 years and has each just inherited $2 million from the passing of a long-lost uncle. Both investors are able to generate sufficient income from their current work environment to meet their living expenses an... More
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