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日期：2025-07-13 05:10

Adviser Engagement Date*

Assignment Due Date 1pm Friday Week 8 (25 Jul 2025)

Results Released 5pm Friday Week 10 (8 Aug 2025)

*All times are based on Sydney time

In future, you may be working in the wealth management industry. Even if you don't

end up working in the wealth management industry, you (or a member of your family)

will likely need to engage with a professional financial adviser to give you feedback on

your ideas and to help implement your financial plan. The purpose of this assessment

is to assess your ability to identify some important best practices and skills when

providing financial advice to clients. The assessment involves watching some videos

of financial advisers interacting with clients and answering two questions. The videos

are on Youtube, with the link provided under the ‘Adviser Engagement’ section of the

course website. We have provided videos of two advisers (Jeremy and Tristan) but

you are only required to watch the videos of one adviser. There are two questions and

these are under the ‘Questions’ section of this document. There is no word limit for

your answers to the questions, but the expected total number of words for this

assessment is somewhere between 1,000 and 2,000 words in total (with approximately

half allocated to each question). You can write more than 2,000 words if you would like

to do so. The answer to both questions should be submitted in PDF format using the

Microsoft Word template provided.

Weight

The Adviser Engagement Assignment is worth 20% of your assessment for this course.

Backup your work

You should be writing your assignment gradually in the few weeks before the due date

and not leaving it until ‘last minute’. You also need to plan for a situation in which the

file may become corrupted or your device is damaged. Please create regular copies of

your work and place them into a ‘Backups’ folder. Make sure this folder is synchronised

onto a USB key or a cloud-based storage solution such as OneDrive or Dropbox (or

an equivalent service in China for students who cannot access these services). Note

that UNSW provides you with a free Onedrive account. Loss of data or a damaged

device does not constitute grounds for Special Consideration.

Note that if you have saved your file in your UNSW Onedrive account, you should be

able to restore a backup from your file history. Here is a link on how to do this.

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If you lose your file and are unable to restore from a backup, a standard late penalty

of 5 marks (out of 100) per day will apply. Technical problems with your file or

device does not represent grounds for a Special Consideration extension.

Late Penalties

Late submission will incur a penalty of 5 percentage points per day or part thereof

(including weekends) from the due date and time. An assessment will not be accepted

after 5 days (120 hours) of the original deadline unless special consideration has been

approved. An assignment is considered late if the requested format, such as hard copy

or electronic copy, has not been submitted on time or an incorrect document has been

submitted.

The late penalty applies to your score for the assignment (not the maximum possible

score). For example, if your raw score is 70/100 and the assignment is submitted 2

days late, a 10 mark penalty will apply and so your score would be reduced to 60/100.

Note that there is a small ‘grace period’ of a few minutes after the submission time to

allow for slow internet connections or slow website performance. No penalty will apply

if the submission is within this ‘grace period’. Please do not email me asking if your

submission falls within this grace period.

Since this assignment can be submitted at any time during the term, the maximum

period of special consideration that will be granted for this assessment (for any reason)

is 7 days from the original due date. Also, the maximum extension that will be granted

for Equitable Learning Plans will also be 7 days from the original due date. Any

submissions received after this will automatically be awarded a score of zero.

Special Consideration

Special consideration will only be granted in exceptional cases. You should work on

this assignment well before the due date. Being ill on the day before the assessment

due date will not normally constitute grounds for special consideration.

If special consideration is granted, the maximum extension that will be granted is

7 days from the original due date. Any assignments received more than 7 days from

the original due date will automatically be awarded a score of zero.

An application for Special Consideration together with supporting documentation must

be submitted online within 3 working days of the due date. The process for applying

for special consideration is here: https://student.unsw.edu.au/special-consideration

No Short Extensions

The university has recently introduced the option for students to apply for a short

extension without providing documentation (such as a medical certificate). This

assessment task is not eligible for a short extension without documentation.

Adviser Engagement Assignment 4

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Individual Assessment

This is an individual assessment. All written work must be your own work. Seeking

assistance with your written work or research constitutes academic misconduct.

Seeking assistance from Artificial Intelligence computer programs also constitutes

academic misconduct. Providing assistance to any other student also constitutes

academic misconduct. Copying or paraphrasing the work of any other student (from

current or previous terms) constitutes academic misconduct. Basing your answer on

an assignment submitted by another student is academic misconduct. Providing a copy

of your assignment to another student is academic misconduct. Posting a copy of your

assignment on a website is academic misconduct (except for submitting your

assignment on the course website under the appropriate submission link).

If another student approaches you for assistance, please note the time, date and

details of the incident and email the details to me at a.hingston@unsw.edu.au .

For some students, English is not your first language and so you may not feel confident

with your English grammar. In this course, obtaining assistance from someone else to

help correct spelling or grammar is not considered academic misconduct.

UNSW has no tolerance for students who are dishonest. Academic misconduct is a

serious offence. It can result in zero being awarded for this assessment, a failure grade

for the course and/or removal from the University.

No Artificial Intelligence

Using Artificial Intelligence programs or services is not permitted in this assessment.

There are two exceptions to the above ‘no use of Artificial Intelligence’ rule. Students

for whom English is their second language are allowed to use Artificial Intelligence

programs (such as Google Translate) to translate from their native language into

English or to translate from English to their native language. Students with writing

difficulties are allowed to use Artificial Intelligence programs (such as Grammarly) to

help correct their spelling and grammar.

Template

You should use the Microsoft Word Template document provided under the ‘Adviser

Engagement’ section of the course website. Note that as a student at UNSW, you have

access to the full suite of Microsoft Office 365 applications. More information about

accessing this software is on page 11.

Formatting

Fonts: Please only use either Arial (PC) or Helvetica (Mac) fonts. Students with

dyslexia who find these fonts difficult to read may use Times New Roman.

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Font sizes: Please use font size 11 pt for your body text.

Line spacing: Use the default in the Microsoft Word Template provided (1.08 lines).

Styles: Use the styles provided in the Microsoft Word Template provided.

File format: You should submit your file in Adobe PDF format.

Filename: Please use the filename following the format ‘zID Adviser Engagement’.

If your zID is z999999, you should name your document

‘z999999 Adviser Engagement.docx’.

Exporting to PDF

You are required to submit your assignment using the Microsoft Word template

provided in PDF format. Using Microsoft Word, you can export to PDF format using

the following process:

1. Select the ‘File’ menu at the top left of the screen.

2. Select ‘Export’ from the left panel.

3. Select ‘Create PDF/XPS Document’

4. Press the ‘Create PDF/XPS’ button.

5. Check the file name and location is correct.

6. Press ‘Publish’ button.

Videos

The videos for this assignment are on Youtube under the ‘Adviser Engagement’

playlist. The link to this playlist is provided under the ‘Adviser Engagement’ section of

the course website.

Tristan Scifo (Purpose Advisory) and Jeremy Chiel (Stonehouse Group) have provided

some roleplays that demonstrate some ‘good’ and ‘bad’ examples of interactions with

clients. You are only required to watch the videos from one adviser, but better

submissions will draw examples from the videos of both advisers. To make it clear

which roleplays are ‘bad’ and ‘good’, I have included ‘Good’ and ‘Bad’ in the titles

before each section of the video. The bad examples are pretty funny at times, so sit

back and have a good laugh. Note that there are both ‘good’ and ‘bad’ versions of

Jeremy’s videos but some of Tristan’s roleplays only have ‘good’ versions.

There are some additional videos of Alexander Pan, who is a compliance officer in the

financial planning industry. These may be useful to watch if you are interested in

working in the Wealth Management industry in the future.

These videos work best when you watch them on your large-screen TV in your media

room. Sit back, grab the popcorn and enjoy watching them (taking notes as you go)!

Adviser Engagement Assignment 6

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Questions

There are two questions that you must answer. Please use headings for ‘Question 1’

and ‘Question 2’ and answer them separately.

Question 1 (50 marks)

Provide specific examples of situations in which Tristan and/or Jeremy was able to

either help the client to better understand their situation, articulate their goals and/or

identify strategies to achieve those goals. Why are these things important in the

financial planning process?

Question 2 (50 marks)

You hear someone aged 50 say, 'I don’t really need a financial adviser. I’m pretty good

with managing money and I don’t see the point of paying someone for advice.' After

watching the videos of Tristan and/or Jeremy interacting with clients, what do you think

are some of the advantages of someone aged 50 seeking financial advice even though

they think they are ‘good with managing money’?

Word Limit

There is no word limit to this assignment. The expected total number of words for this

assessment is somewhere between 1,000 and 2,000 words in total (with approximately

half allocated to each question). If you would like to write more than 2,000 words, you

are welcome to do so. In the past, students normally write a roughly similar number of

words for each question.

Writing Style

You should adopt a ‘report’ writing style for this assignment. This means that you can

use headings and make selective use of bullet-points, tables or diagrams (if

appropriate).

Please use headings for ‘Question 1’ and ‘Question 2’ and answer them separately,

since I mark each question separately.

References and citations

When citing specific videos in your answer, please just use the adviser name and the

timecode reference (mm:ss) in brackets. Full references and citations to the adviser

videos are not required since they are the focus of this assessment. For example, if

you are referring to the video with Jeremy Chiel to a timecode reference of 10 minutes

15 seconds, use the following in-text reference (Jeremy Chiel 10:15). There is no need

to include the adviser videos in your list of references.

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If you would like to reference my lecture slides, an informal approach is acceptable.

Please just reference the title of the Unit and the slide number. There is no need to cite

my name or treat it as a published work. There is no need to include my lecture slides

in your list of references.

Citations and references for any other article or website should follow standard

university assignment citation and referencing principles. You may use Harvard,

Oxford or APA referencing (see below).

For website references, I’m usually happy with just the author (or company), the date

that it was accessed and a URL (preferably hyperlinked). For example:

"Domain Property Group, accessed 8 May 2025, https://www.domain.com.au "

The following website provides some good examples for referencing for other

documents:

https://student.unsw.edu.au/citing-different-sources

When referring to other sources, the standard method for citations at UNSW is in-text

(Harvard). However, in this course I don’t mind whether you use Harvard, Oxford or

APA style referencing.

More information on the in-text (Harvard) method is here:

https://student.unsw.edu.au/harvard-referencing

More information on the footnote (Oxford) method is here:

https://student.unsw.edu.au/footnote-bibliography-or-oxford-referencing-system

More information on APA referencing method is here:

https://www.student.unsw.edu.au/how-cite-references-apa-style

References are not included in your word count.

File Size

The maximum file size permitted by Moodle is 40MB. If your file is larger than this, then

it is most likely because you have used some high-resolution images (which are not

expected to be used in this assessment). Please locate the super-high-res images in

your document and downscale them. More on this here:

https://support.office.com/en-us/article/reduce-the-file-size-of-a-picture-in-microsoft- office-8db7211c-d958-457c-babd-194109eb9535

Submission

Your Adviser Engagement Assignment should be submitted on the course website by

the due date listed at the start of this document. The link for submitting your assignment

is under the ‘Adviser Engagement’ section of the course website.

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The TurnItIn Originality Check will only be performed once at the due day and time.

You will not receive an originality report when you submit your assignment. Your

Originality Score (plagiarism detection) is usually not a problem if you have written your

assignment yourself without assistance from others.

The maximum file size of submissions is 40MB. If your file is too big, please decrease

the size of your images. Instructions for how to do this are in the previous section.

You can resubmit your assignment as many times as you like before the due date.

However, the TurnItIn Originality check is only performed once on the due date. You

can still submit your assignment on the link provided after the due date but a late

penalty will apply. Note that resubmissions on the course website after the due-date

are not possible. If you discover that you have submitted the incorrect file, you can

email the correct file to me (note that late penalties may apply).

The required file format is in Adobe PDF format.

If you are submitting your assignment within one week after the due date, you should

just submit your assignment on the course website. There is no need to email me. The

penalties for late submission are indicated under the section on ‘Late Penalties’.

Adviser Engagement Assignment 9

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Assessment Criteria

Your assignment will be assessed based on following criteria:

Criteria Descriptor

CONFORMITY

(Penalties)

You did not use the MS Word Adviser Engagement template provided (5 marks)

You did not use the file name format indicated in the assessment instructions (5 marks)

You did not submit your file in PDF format. (5 marks)

The presentation of the content (document formatting etc.) does not follow the assessment instructions (5 marks)

Your answer for each question has not been written under separate sections labelled ‘Question 1’ and ‘Question 2’

(5 marks).

ANALYSIS (40%) Sophistication of your answer to the report question(s) and the associated arguments.

Application of the theory covered in the course lectures and resources to answer the report question(s).

Use of your own research using external sources to answer the report question(s).

EXAMPLES (40%) Appropriate selection of examples to support your analysis from the adviser videos.

Breadth of examples across the videos of at least one adviser (Tristan or Jeremy) to support your arguments. Note

that better submissions will draw examples from the videos of both advisers.

You have provided a clear explanation of how the examples that you have provided support your analysis and

arguments.

CLARITY (20%) Ideas are clearly expressed.

Use of clear and appropriate topic sentences at the beginning of paragraphs.

A clear flow of ideas between sentences within each paragraph.

A clear flow of ideas across different paragraphs.

Logic of your arguments is easy to follow.

Correct use of spelling, grammar and punctuation.

Marking Rubric

The following marking rubric is used to assess the above criteria:

Criteria High Distinction Distinction Credit Pass Fail