Financial Planning in Australia 2019 Essentials Edition
Financial Planning in Australia 2019 Essentials Edition is an essential introductory text for business and finance students, providing a contemporary approach to the provision of financial planning.
Derived from the full version, Financial Planning in Australia: Advice and Wealth Management, 8th edn, Financial Planning in Australia 2019 Essentials Edition is the perfect introductory text for financial planning students. The content has been tailored for the target audience and is accompanied by a wealth of online materials for lecturers and students alike. The book has a practical and skills-based focus, and includes a variety of end-of-chapter questions to assist student learning.
• Engaging presentation of pedagogy
• Self-learning student material
• Content aligned with curriculum for financial planning undergraduate and TAFE courses
Taylor & Juchau, Financial Planning in Australia: Advice and Wealth Management, 8th edition, 2017
Perkins & Monahan, Estate Planning: A Framework for Advisers: CPD, 2016
Sharon Taylor is an Associate Professor and a Senior Lecturer in Accounting at Western Sydney University. She is a Fellow of CPA Australia and a Registered Tax Agent. Sharon is currently a member of the Financial Planning Academic Forum and Deputy Chair of the Financial Planning Education Council, and was a Foundation Fellow of the Association of Financial Educators. She has held technical and management positions at the Australian Taxation Office and in the academic sector, and has researched and published extensively in the area of financial services.
Raymond Griffin is the Director of Baiocchi Griffin Private Wealth Pty Ltd providing financial advice to clients since 1989.
Graeme Colley is Executive Manager of SMSF Technical & Private Wealth at SuperConcepts
Dr Michelle Cull is a Senior Lecturer in Accounting at Western Sydney University.
Elen Seymour is a Lecturer in the School of Law and the Director of the Academic Program (Interdisciplinary Law Units), at Western Sydney University.
Robert Monahan is the principal of Monahan Estate Planning legal practice specialising in Wills and Estate law since 1976.
Table of Contents
Selected provisions of and related commentary covering:
Part 1: Introduction: Setting the Scene
1. The Financial Planning Environment
2. Ethics and Compliance
3. The Client–Adviser Relationship
4. Constructing a Statement of Advice
Part 2: Building Wealth
5. Cash flow, Budgeting and Managing Credit
6. Asset Allocation and Managing Risk
7. Direct Investing
8. Indirect Investment
9. Investing in Superannuation
Part 3: Managing Wealth
10. Taxation: Strategies for Financial Planners
11. Insurance – Life, Income Protection, Health and General
Part 4: Using Your Wealth
12. Superannuation and Retirement
13. Social Security
14. Estate Planning – Core Principles and Practice
15. Keys to Successful Financial Planning