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Personal Finance

  • ID: 362643
  • Book
  • February 2001
  • 442 Pages
  • John Wiley and Sons Ltd
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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.
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About the Authors

How to Use This Book

List of Acronyms

Chapter 1: The Financial Planning Profession
Chapter 2: Personal Financial Planning
Chapter 3: Financial Planning Skills
Chapter 4: Taxation Planning
Chapter 5: Direct Investments
Chapter 6: Managed Funds
Chapter 7: Analysis of Investments
Chapter 8: Personal Decision Making
Chapter 9: Risk Management and Insurance
Chapter 10: Consumer Credit
Chapter 11: Leveraged Investments
Chapter 12: Superannuation
Chapter 13: Social Security
Chapter 14: Estate Planning

Appendix 1 – Risk
Appendix 2 – Advisory Services Guide
Appendix 3 – Industry Web Sites

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Diana Beal, University of Southern Queensland and Warren McKeown, RMIT University
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