Submitted by: Submitted by Joannewsa
Views: 218
Words: 7228
Pages: 29
Category: Business and Industry
Date Submitted: 06/23/2013 08:09 PM
Personal Details
Mr. Clinton McGuire
Client Address: 23 Money Place
Melbourne Vic. 3000
Residential status: Homeowner
House Value: $231,000
Mortgage Balance: $118,800
Contact: +61450111456
Email: cmg@gmail.com
Gender: Male
Marital Status: Married
Date of Birth: 2/3/1973
Place of Birth: Melbourne
Job Title: Engineer
Employer: ABC Ltd
Resident for Tax: Yes
Domicile: Autralia
Client Health: Good
Smoker: Yes
Dependant
Full Name: Torres McGuire
Relationship: Son
Date of Birth: 16/4/2008
Health Complication: No
Financially Dependent: Yes
Mrs. Melissa Gui
Client Address: 23 Money Place
Melbourne Vic. 3000
Residential status: Homeowner
House Value: $231,000
Mortgage Balance: $118,800
Contact: +61450673197
Email: mgi@gmail.com
Gender: Female
Marital Status: Married
Date of Birth: 3/7/1975
Place of Birth: Melbourne
Job Title: Teacher
Employer: St Paul Johnson
Resident for Tax: Yes
Domicile: Australia
Client Health: Good
Smoker: No
Personal details
The clients are Clinton Ching Wai Leong (husband) aged 30 years old and Melissa Chong Ching Fong (wife) aged 28 years old. Currently, Clinton and Melissa are both permanent and full-time employees. Clinton and Melissa have been married for about 6 years and have a rather stable relationship. Clinton is an engineer whereas Melissa is the sales manager of a bank. Upon consulting us (XXX Financial Planners), Clinton has a private health cover but Melissa does not. In addition, Clinton has the habit of smoking and also several health issues which include high blood pressure, diabetes and high cholesterol. Though Melissa does not have the habit of smoking but she has a minor health issue on asthma which has already recovered 4 years ago. Furthermore, both Clinton and Melissa have not set up a will. Most importantly, Clinton and Melissa have a 5 year old son, Torres Ching Chong Cheng. They also plan to have their second child in the next 4 years (2017).
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