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Financial Planning in Australia: Advice and wealth management e9

Financial Planning in Australia: Advice and wealth management e9

By Sharon Taylor

Financial Planning in Australia: Advice and wealth management explains in clear and plain language the concepts, vehicles and strategies required for providing sound advice on creating, investing, and managing personal wealth. Focusing on individual wealth-management problems, it provides an overview of the financial planning environment and discusses core principles and key practices.

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  • Full description

    Financial Planning in Australia: Advice and wealth management explains in clear and plain language the concepts, vehicles and strategies required for providing sound advice on creating, investing, and managing personal wealth. Focusing on individual wealth-management problems, it provides an overview of the financial planning environment and discusses core principles and key practices.

    This 9th edition considers recent changes to the law, including the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics that becomes mandatory from January 2020. In light of tighter regulation arising from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, this book has introduced a new chapter on Ethics and Professionalism that explores conflict of interest dilemmas for advising professionals. Additionally, the area of Behavioural Finance has been given substantial treatment in the new edition to cover the FASEA requirements in this area.

    To support the teaching and learning needs of financial planning courses run by registered training organisations (RTOs), associations, universities, colleges and professional bodies, this title provides end-of-chapter questions, problems and case studies that offer opportunities to apply foundational knowledge to real-world situations. Financial Planning in Australia: Advice and Wealth Management 9th edition also comes with access to interactive online learning activities and resources through the Lexis Learning platform.


    Features:

    • considers recent changes to the law, including the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics that becomes mandatory from January 2020
    • In light of tighter regulation arising from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, introduces a new chapter on Ethics and Professionalism that explores conflict of interest dilemmas for advising professionals
    • Gives substantial treatment to behavioural finance to cover the FASEA requirements in this area
  • About the author

    Sharon Taylor is a senior lecturer in Accounting at Western Sydney University (WSU). She has worked at the Australian Taxation Office and is a Fellow of CPA Australia and a Registered Tax Agent. For many years, she was an academic supervisor in the School of Accounting, and also the Associate Head of School Engagement at WSU. 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. Additionally, she held the role of convenor of the Financial Services Discipline Team for many years, and was Chair of the committee developing both the Master of Commerce (Financial Planning) and the Bachelor of Financial Advising degree programs. She has contributed to numerous publications, including the Australian Accounting Research Foundation, the Financial Services Review, the Financial Planning Research Journal and the Australasian Accounting Business and Financial Journal.

  • Product details

    ISBN: 9780409351422

    Published: 2019

    Format: Softcover

  • Table of contents

    1.  The Financial Planning Environment

    2.  Ethics and Professionalism

    3.  Regulation and Compliance

    4.  The Client-Adviser Relationship

    5.  Constructing a Statement of Advice

    6.  Cash Flow and Budgeting

    7.  Securing and Managing Credit

    8.  Asset Allocation and Managing Risk

    9.  Investing in Shares

    10.  Investing in Fixed-Income Securities

    11.  Investing in Property and Collectables

    12.  Investing in Managed Funds

    13.  Investing in Superannuation

    14.  Taxation: An Overview for Financial Planners

    15.  Tax Strategies

    16.  Insurance – Life

    17.  Insurance – Income Protection, Health and General

    18.  Superannuation and Retirement

    19.  Social Security

    20.  Estate Planning – Core Principles and Practice

    21.  Keys to Successful Financial Planning

    Appendix A – Time Value of Money

    Appendix B – Present and Future Value Tables

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