Financial planning in Australia 2017th Edition by Sharon Taylor 9780409342543 0409342548
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Product details:
ISBN 10: 0409342548
ISBN 13: 9780409342543
Author: Sharon Taylor
Financial Planning in Australia 2017 Essentials Edition is a revitalised and strategically tailored essential introductory text for business and finance students. It provides a comprehensive overview of the principles, processes, and practices of financial planning within the Australian context. The book covers key topics such as the regulatory environment, client relationship management, risk management, investment planning, superannuation, retirement strategies, taxation considerations, and estate planning.
Designed with a strong focus on practical application, this edition incorporates real-world case studies, examples, and problem-based exercises that help students develop analytical and decision-making skills. Its concise structure and clear explanations make it a valuable resource not only for students but also for professionals beginning their career in financial advisory services.
Table of contents:
Part 1 — Introduction: Setting the Scene
Chapter 1 The Financial Planning Environment
Chapter 2 Ethics and Compliance
Chapter 3 The Client–Adviser Relationship
Chapter 4 Constructing a Statement of Advice
Part 2 — Building Wealth
Chapter 5 Cash Flow, Budgeting and Managing Credit
Chapter 6 Asset Allocation and Managing Risk
Chapter 7 Direct Investing
Chapter 8 Indirect Investing
Chapter 9 Investing in Superannuation
Part 3 — Managing Wealth
Chapter 10 Taxation — Strategies for Financial Planners
Chapter 11 Insurance — Life, Income Protection, Health and General
Part 4 — Using Your Wealth
Chapter 12 Superannuation and Retirement
Chapter 13 Social Security
Chapter 14 Estate Planning — Core Principles and Practice
Chapter 15 Keys to Successful Financial Planning
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Tags: Sharon Taylor, Financial, planning, Australia