Assessor Resource
FNSFMB502A
Identify and develop complex broking options for client
Assessment tool
Version 1.0
Issue Date: May 2024
This unit may be applied by finance brokers working with clients whose needs may include, but are not limited to:
commercial loans
chattel leases
Native Title rights and heritage issues
contaminated sites or properties near noxious industries.
This unit describes the performance outcomes, skills and knowledge required to establish complex or special financial needs for a client, and consider complex issues such as economic and legislative developments and requirements to develop complex broking strategies and solutions for a client.
This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)