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Bachelor of Applied Commerce: ACBUS107A Financial Planning Fundamentals

This guide supports the Diploma and the Bachelor of Applied Commerce

Prescribed Text

Financial planning in Australia : advice and wealth management (2022) - eBook and book by Sharon Taylor
Various editions available

Recommended Websites

Weekly Readings

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 1 The financial planning environment
Chapter 4 The client-adviser relationship

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 2 Ethics and professionalism
Chapter 3 Regulation and compliance

Recommended Reading

ASIC 2019, Code of ethics,
Australian Securities & Investments Commission, viewed 15 September 2022, <https://asic.gov.au/for-finance-professionals/afs-licensees/professional-standards-for-financial-advisers/code-of-ethics/>.
ASIC regulatory guide 175. AFS licensing: financial product advisers: conduct and disclosure 2024,
Australian Securities & Investments Commission, viewed 20 March 2025, <https://asic.gov.au/regulatory-resources/find-a-document/regulatory-guides/rg-175-afs-licensing-financial-product-advisers-conduct-and-disclosure>.
ASIC regulatory guideline 244. Giving information, general advice and scaled advice 2012,
Australian Securities & Investments Commission, viewed 23 September 2020, <https://download.asic.gov.au/media>.

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 6 Cash flow and budgeting
Chapter 7 Securing and managing credit

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 8 Asset allocation and managing risk
Chapter 9 Investing in shares, pp. 340-351
Grable, JE & Carr, NA 2014, 'Risk tolerance and goal-based financial planning',
Journal of Financial Service Professionals, vol. 68, no. 1, pp. 12-14, viewed 7 August 2020, Business Source Complete.

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 9. Investing in shares, pp. 352-373
Chapter 10 Investing in fixed-income securities

No readings for this week

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 11 Investing in property and collectables
Chapter 12 Investing in managed funds

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 14 Taxation: An overview for fnancial planners
Chapter 15 Tax strategies

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 16 Insurance – life
Chapter 17 Insurance – income protection, health and general

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 13 Investing in superannuation
Chapter 18 Superannuation and retirement

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 18 Superannuation and retirement
Chapter 19 Social security

Taylor, S 2022, Financial planning in Australia: advice and wealth management,
10th edn, eBook, viewed 7 March 2023, ProQuest eBook Central.
Chapter 20 Estate planning – core principles and practice