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Financial Planning in Australia: Advice and Wealth Management, 9th edition (eBook)

A comprehensive guide to providing financial understanding and advice by Sharon Taylor (Author)
eBook
RM 480.00
RM 336.00
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ISBN/ISSN: 9780409351439

Product description

A comprehensive guide to providing financial understanding and advice by Sharon Taylor (Author)

Table of contents

The Financial Planning Environment

Ethics and Professionalism

Regulation and Compliance

The Client-Adviser Relationship

Constructing a Statement of Advice

Cash Flow and Budgeting

Securing and Managing Credit

Asset Allocation and Managing Risk

Investing in Shares

Investing in Fixed-Income Securities

Investing in Property and Collectables

Investing in Managed Funds

Investing in Superannuation

Taxation: An Overview for Financial Planners

Tax Strategies

Insurance – Life

Insurance – Income Protection, Health and General

Superannuation and Retirement

Social Security

Estate Planning – Core Principles and Practice

Keys to Successful Financial Planning


Appendix A – Time Value of Money

Appendix B – Present and Future Value Tables