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5. Prepare and present written recommendationsWe then prepare our written Statement of Advice which explains the basis for our advice, why the strategy is appropriate to you and your needs and how it will assist to meet your goals. Once our Statement of Advice has been finalised we will then make an appointment to present you with and discuss in detail our recommendations. |
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Partlett Chave & Rowland is a Member of Count. 'Count' and Count Wealth Accountants are the trading names of Count Financial Limited, ABN 19 001 974 625, AFSL 227232. |
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