Document ID: chunk:federal_register_of_legislation:F2018L01804:reg:1
Version: federal_register_of_legislation:F2018L01804
Segment Type: reg
Provision Reference: reg 1
Character Range: 9826–10923

1                                 quarter 1                                                                   all the following work activities, under the direct supervision of the supervisor or other relevant providers nominated by the supervisor:
                                  (client observations and supporting supervisor or other relevant provider)  (a) shadow the supervisor or other relevant providers nominated by the supervisor in meetings with a range of clients;
                                                                                                              (b) complete post-meeting documentation as required and undertake follow up actions;
                                                                                                              (c) discuss with the supervisor appropriate advice strategies suitable to the clients' objectives, financial situations and needs;
                                                                                                              (d) actively participate in administration and "back office" activities.