Financial Planning in Australia: Advice and Wealth Management

Sharon Taylor and Roger Juchau’s Financial Planning in Australia: Advice and Wealth Management, 7th 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.

Format: Paperback

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.

Combining the knowledge of a team of leading academics and practitioners in relation to financial planning, this latest edition provides students and practitioners with a comprehensive overview of the financial advisory and planning processes as well as insight into the practical applications of the process. It 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. This text also provides practical advice for emerging professionals and a comprehensive suite of online learning materials for students and lecturers.

Features

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review of current financial environment

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updates on legislative changes and proposals

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latest rates applying to superannuation, taxation and social security

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diagrams, tables and graded questions

Related LexisNexis Title Hilliard & Levy, Planning for the Future of Financial Advice in Australia: A Handbook, 2013