› › Introduction To Personal Financial Planning In Australia 3e

Introduction to Personal Financial Planning in Australia 3e

Author : Lujer Santacruz

Publisher :

Page : pages

File Size : 42,67 MB

Release : 2021-02

Category :

ISBN : 9781638219507

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Book Description

This book explains the fundamentals of personal financial planning in the Australian context. It consists of 12 chapters that can be grouped under three main parts: Part 1 - The Personal Financial Planning Environment, Part 2 - The Components of Personal Financial Planning, Part 3 - The Process of Personal Financial Planning. The topics covered are unbounded and are constantly evolving, therefore it would be difficult to come up with a definitive book on the subject matter. The discussion in this book is selective rather than exhaustive, which makes it appropriate as a textbook for an introductory tertiary course on personal financial planning.



Personal Finance

Author : Diana J. Beal

Publisher :

Page : 0 pages

File Size : 43,98 MB

Release : 2005

Category : Finance, Personal

ISBN : 9780470808429

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Book Description

Personal Finance 3rd edition has been updated to reflect the legislative and regulatory changes that effect the Australian financial planning industry. This new edition continues to present an introduction to financial planning decisions, services and products, and considers the importance of long term strategic financial planning and life-long management. The text has been written for a non-finance audience and is ideal for anyone who may be undertaking a major study in personal financial planning or as an elective. Since the publication of the first edition, this text has become a market leading textbook in the area. As more and more Australians look to financial planners for information and guidance on investment opportunities, and short-term and long-term financial planning goals, this new edition reflects the financial planning industry need to ensure that its members are accredited offering professional and ethical advice. FEATURES The theoretical coverage is linked to professional practice and industry examples. The accessible, easy-to-read style makes it ideal for non-business students. Updated in accordance with the Financial Services Reform Act Personal Finance Bulletin, Professional Advice and Industry Insight vignettes highlight professional issues, relevant financial services and products, and new trends. These chapter vignettes also establish the importance of making sound professional judgements. The end-of-chapter case studies highlight a professional issue that requires in-depth analysis and critical thinking.



Corporate Finance

Author : John Graham

Publisher : Cengage AU

Page : 58 pages

File Size : 15,44 MB

Release : 2020-10-30

Category : Business & Economics

ISBN : 0170446077

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Book Description

Corporate Finance, 3e offers a dynamic, modern and practical approach that illustrates how financial management really works. It features up-to-date content including a focus on ethics in finance, following the Australian Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. This resource is distinguished by the cash-flow ‘arc’ of the narrative, which gives a practical learning path, and the use of real options - a practical analysis tool that is used in corporate finance. Students are provided with an engaging and contemporary learning path, giving them realistic preparation for a career in finance. The strong five-part framework of the book is supported by integrated online elements and easy-to-read chapter narratives. Premium online teaching and learning tools are available on the MindTap platform. Learn more about the online tools cengage.com.au/mindtap





Introduction to Individual Financial Planning

Author : Neil Hartnett

Publisher :

Page : 355 pages

File Size : 38,79 MB

Release : 2013

Category : Finance, Personal

ISBN : 9781486018987

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Book Description

Introduction to Individual Financial Planning 9th Edition explains the key elements of individual financial planning theory, practice, practitioner regulation and emerging research in Australia. These key elements include investment concepts and principles, investment markets and products, superannuation, retirement planning, insurance and other wealth protection methods, estate planning and as an overlay to all of these, taxation. In a world of ever-changing investment, superannuation, taxation, social welfare and financial services rules, regulations, products, rates and thresholds, individual financial planning can pose challenges to even the most knowledgeable. Books attempting to compile a 'superlative' financial planning reference tool are typically overly detailed and cumbersome. Alternatively, a too simplistic approach is likely to frustrate a reader's appreciation of the challenges involved within the discipline. The book positions itself between these two extremes by presenting a selective, not exhaustive, range of material. It is well-suited as a reference for private investors and others who require an understanding of the key concepts, issues and developments in the area; academics seeking to further investigate the many issues identified throughout the book and educators seeking to service an 11- to 13-week undergraduate or postgraduate tertiary-level course in Australia whose key objective is the consideration of individual financial planning concepts, methods and issues from an Australian perspective.





Personal Finance

Author : Beal

Publisher : John Wiley & Sons Australia

Page : 442 pages

File Size : 32,73 MB

Release : 2001

Category : Finance, Personal

ISBN : 9780471342502

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Book Description

Personal Finance introduces business and non–business students to the Australian financial planning industry. The text details the diversity of financial services and products available, and considers the importance of strategic planning and management. It is the first Australian text to discuss the regulatory environment assigned to the personal financial planning industry. Personal financial planning in Australia is a growth industry. As more and more Australians look to financial planners for information and guidance on investment opportunities, and short–term and long–term financial planning goals, the personal financial planning industry needs to ensure that it offers professional, ethical and well–informed services and advice.



Financial Planning and Personal Finance

Author : E. Thomas Garman

Publisher : Cengage AU

Page : 60 pages

File Size : 43,42 MB

Release : 2022-09-01

Category : Business & Economics

ISBN : 0170449505

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Book Description

Financial Planning and Personal Finance 1st Edition is the most comprehensive text on the market, covering both professional Financial Planning and Personal Finance. Using a structured, step-by-step approach and capturing the latest FASEA and FSLA requirements, students learn how to save and invest, manage loans, file taxes, decrease credit card debt, and plan for their future and advise clients on theirs. Australia/New Zealand terminology, legislation and methodologies along with real-life scenarios covering a wide range of financial challenges enable students to appreciate the relevance of key concepts, and useful advice from personal finance and financial planning experts helps them apply those concepts. Maths-based examples illustrate the critical importance of achieving long-term financial goals through investing. Instructor resources include solutions manual, PowerPoints, Test Bank, My Personal Financial Planner MS Word worksheets and Excel calculators.





Financial Planning

Author : Warren McKeown

Publisher :

Page : 0 pages

File Size : 18,85 MB

Release : 2014

Category : Finance, Personal

ISBN : 9781118644836

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Book Description

Financial Planning, 2nd edition, has been thoroughly revised to reflect the changing legislative and professional regulations affecting the Australian financial planning industry, as well as capture the latest developments in teaching and learning design. Throughout this edition, a significant amount of work has been undertaken to integrate the Future of Financial Advice (FOFA) reforms across the title. The FOFA reforms had their genesis in a string of high-profile collapses that included Storm Financial, Westpoint and Opes Prime, which in turn led to a lack of trust and confidence in the financial planning sector. This edition also includes a new chapter on self-managed superannuation funds. This is the fastest growing sector of the fast growing, trillion dollar plus superannuation industry, and the new chapter provides students with a clear context and understanding of its wide-reaching impact. The authors have further built on the title's reputation for presenting a comprehensive introduction to financial planning decisions, services and products, risk management, and the importance of long-term, strategic financial planning and lifelong management. In this 2nd edition, there is an increased focus on learning and understanding through the use of practical case studies to illustrate concepts. As more and more Australians look to financial planners for information and guidance on investment opportunities, and both short-term and long-term financial planning goals, this new edition reflects the financial planning industry's need to ensure that it's members are accredited and comply with the industry-recognised professional and ethical standards. The financial planning profession is expecting significant growth over the next few years and, accordingly, an increasing number of graduates will aim to build a professional career around assisting others to achieve their financial goals and objectives. Financial Planning, 2nd edition, has been designed to equip students of higher education institutions with the knowledge, concepts and skills required to successfully enter the exciting profession of financial planning.