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.
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.
- Review of current financial environment
- Updates on legislative changes and proposals
- Latest rates applying to superannuation, taxation and social security
- Diagrams, tables and graded questions
About the Authors
Sharon Taylor is a Senior Lecturer and First Year Advisor at Western Sydney University specialising in Accounting, Finance and Financial Planning. She is currently the Deputy Chair of the Financial Planning Education Council and was formerly the Vice President of the Association of Financial Services Educators. She has held technical and management positions in both the Australian Taxation Office and the university sector. Additionally she has researched and published extensively in the area of Financial Services.
Emeritus Professor Roger Juchau was the Foundation Professor of Accounting and Management at Western Sydney University. He is a leading educator, having initiated accounting programs at four universities, and is an internationally published author.