Document ID: chunk:federal_register_of_legislation:F2018L01804:reg:2
Version: federal_register_of_legislation:F2018L01804
Segment Type: reg
Provision Reference: reg 2
Character Range: 10923–12262

2                                 quarter 2                                                                   all the following work activities, under the direct supervision of the supervisor or other relevant providers nominated by the supervisor:
                                  (supervised client engagement and advice preparation)                       (a) prepare for client meetings;
                                                                                                              (b) conduct meetings with clients;
                                                                                                              (c) prepare draft documentation for clients, including:
                                                                                                              (i) advice strategies; and
                                                                                                              (ii) statements of advice;
                                                                                                               each suitable to the clients' objectives, financial situations and needs;
                                                                                                              (d) complete relevant administration and "back office" activities.