Please use this identifier to cite or link to this item: http://hdl.handle.net/1959.13/917758
- Introduction to individual financial planning
- The University of Newcastle. Faculty of Business & Law, Newcastle Business School
- This book 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. Emerging issues and areas of ongoing debate have been researched, documented and key references provided. In addition, it is to be noted that financial services regulation has undergone substantial change in recent years and the well-justified imperative of financial planner competence and integrity necessitates the inclusion of such topics in this and any other contemporary text dealing with personal financial planning.
- 5th ed.
financial services industries;
- Resource Type