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Financial Planning in Australia: Advice and Wealth Management 8th Edition

Financial Planning in Australia: Advice and Wealth Management 8th Edition

Author: Sharon Taylor; Roger Juchau
Publisher: LexisNexis Australia
ISBN: 9780409347609
Published In: December 2017
Format: Paperback
Jurisdiction: Australia ? Disclaimer:
Countri(es) stated herein are used as reference only

AU$232.47

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Description
Contents

Details

Sharon Taylor and Roger Juchau’s Financial Planning in Australia - Advice and Wealth Management 8th edition is a leading text for Australian business students and professionals, providing a contemporary and technical view of the issues related to giving financial advice. The eighth edition includes a review of the current financial environment, updates on legislative changes and proposals as well as updates on rates applying to superannuation, taxation and social security. The book provides practical advice for emerging professionals and a comprehensive suite of online learning materials for students and lecturers. Financial Planning in Australia - Advice and Wealth Management is an essential resource for all future and practising financial planners and is prescribed by ASIC RG 146 compliance courses.

Features

Engaging presentation of pedagogy
Accompanied by a wealth of online materials for lecturers and students
Content aligned with FPA curriculum for certified planners
Updated for currency

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 and Budgeting

6. Securing and Managing Credit

7. Asset Allocation and Managing Risk

8. Investing in Shares

9. Investing in Fixed-Income Securities

10. Investing in Property and Collectables