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.

Contributors:

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.

ISBN: 9780409349047

Published: 2019

Format: Softcover

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

Appendices