Financial Planning, 2nd Edition

ISBN: 9781118644836

Financial Planning, 2nd Edition has been thoroughly revised to reflect the changing legislative and professional regulations affecting the Australian financial planning industry. With the financial planning profession expected to grow significantly in the next few years, this text will equip you with the knowledge, concepts and skills to successfully enter the profession of financial planning.


  • Contains a chapter on self-managed superannuation funds (SMSFs). This is the fastest growing sector of the trillion dollar plus superannuation industry.
  • Comprehensive integration of the Future of Financial Advice (referred to as FOFA) reforms throughout the title.
  • Case Studies (chapter opening and closing), Personal Finance Bulletin and Professional Advice vignettes highlight professional issues, relevant financial services and products, and new trends.
Warren McKeown was the Senior Lecturer and Course Director of Financial Planning at RMIT University for 11 years, where he devised and taught a range of financial planning subjects in the undergraduate Financial Planning degree program and also subjects in the Master of Financial Planning program. He has 25 years’ experience in financial planning as a Chartered Accountant and as a Certified Financial Planner. Warren is currently a Teaching Fellow in Financial Accounting at the University of Melbourne.

Mike Kerry is currently the Director of Learning Services at DeakinPrime. Prior to joining DeakinPrime he was a Senior Lecturer at Deakin University. Mike has been instrumental in the development and growth of both the undergraduate and postgraduate Financial Planning programs at Deakin University. He has also been extensively involved in the development of financial planning curricula for the university’s commercial clients.

Marc Olynyk is a Senior Lecturer in Financial Planning at La Trobe University and has held various roles within both academia and industry in the areas of financial planning, superannuation, and retirement planning and accounting. He has many years’ experience in both teaching and program leadership positions and has played a key role in the development, growth and accreditation of the financial planning discipline at La Trobe University.

1. Personal financial planning
2. Financial planning skills
3. Taxation planning
4. Investment choices
5. Direct investment — fixed interest and shares
6. Direct investment — property
7. Managed funds
8. Leveraged investments
9. Risk management and insurance
10. Superannuation
11. Retirement planning
12. Self-managed superannuation funds
13. Social security
14. Estate planning
15. Development of a statement of advice
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E-Text: 9780730312826
Textbook: 9781118644836