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Financial Planning in Australia 2019 Essentials Edition (eBook)

Financial Planning in Australia 2019 Essentials Edition is an essential introductory text for business and finance students, providing a contemporary approach to the provision of financial planning. by Sharon Taylor (Author)
eBook
RM 465.00
Quantity
In Stock
ISBN/ISSN: 9780409349344

Product description

Financial Planning in Australia 2019 Essentials Edition is an essential introductory text for business and finance students, providing a contemporary approach to the provision of financial planning. by Sharon Taylor (Author)
 

Table of contents

Selected provisions of and related commentary covering:

Part 1: Introduction: Setting the Scene
The Financial Planning Environment
Ethics and Compliance
The Client–Adviser Relationship
Constructing a Statement of Advice

Part 2: Building Wealth
Cash flow, Budgeting and Managing Credit
Asset Allocation and Managing Risk
Direct Investing
Indirect Investment
Investing in Superannuation

Part 3: Managing Wealth
Taxation: Strategies for Financial Planners
Insurance – Life, Income Protection, Health and General

Part 4: Using Your Wealth
Superannuation and Retirement

Social Security
Estate Planning – Core Principles and Practice

Keys to Successful Financial Planning

Appendices