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Financial Planning notes

We are Financial Planners in Australia who have developed an excel spreadsheet workbook to take notes called "Interview and Paraplanning Notes".

However my excel is very basic and the workbook needs to look more professional and there is a number of formulae that need to be corrected

The second spreadsheet called "Copy of ANNUAL REVIEW" is not to be edited it is to give you an idea of what am looking for in my spreadsheet

I have also included a word document detailing what I would like to happen in each page

Compétences : Excel, Finance, Analyses financières

Concernant l'employeur :
( 0 commentaires ) Australia

Nº du projet : #17523695

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