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FPAFA501A Applied Financial Advice
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Graduate Diploma in Financial Planning: FPAFA501A Applied Financial Advice
This guide supports the Graduate Certificate and the Graduate Diploma in Financial Planning
Welcome
eResources
Web Resources
Graduate Certificate Readings
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FPAFA501A Applied Financial Advice
FPBF501A Behavioural Finance
FPLAW501A Commercial and Corporations Law
FPETH501A Ethics and Professional Standards
Graduate Diploma Readings
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FPINV501A Investment Planning
FPTAX501A Taxation Planning
FPRET501A Retirement and Estate Planning
FPINS501A Insurance and Superannuation Planning
Academic Skills
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Prescribed Text
Australian master financial planning guide 2022-23 - eBook and book
Recommended
Texts
Websites
Financial planning in Australia : advice and wealth management (2022) - eBook and book
by
Sharon Taylor
Various editions available
The Association of Superannuation Funds of Australia (ASFA)
Australian Bureau of Statistics (ABS)
Australian Insurance Law Association (AILA)
Australian Securities & Investments Commission (ASIC) - Moneysmart
Australian Taxation Office (ATO)
Financial Advice Association Australia (FAAA)
Insurance Council of Australia (ICA)
Money Management
SuperGuide
Tax Practitioners Board (TPB)
Readings
Australia: strengthening residential aged care funding 2017,
MENA Report
, viewed 23 September 2020, ProQuest.
ASIC regulatory guideline 175. Licensing: financial product advisers: conduct and disclosure
2021,
Australian Securities & Investments Commission, viewed 20 September 2021, <https://download.asic.gov.au>.
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>.
ASIC regulatory guideline 269. Approval and oversight of compliance schemes for financial advisers
2018,
Australian Securities & Investments Commission, viewed 23 September 2020, <https://download.asic.gov.au>.
Baldwin, R, Chenoweth, L & dela Rama, M 2015, ‘Residential aged care policy in Australia: are we learning from evidence?’,
Australian Journal of Public Administration
, vol. 74, no. 2, pp. 128-141, doi:10.1111/1467-8500.12131
Crowe, M 2016, 'The introduction of international wills in Australia and the persistent challenge of international estate planning',
4 September,
Mondaq Business Briefing
, viewed 23 September 2020, Gale General OneFile.
Department of Human Services 2019,
A guide to Australian government payments 1 January-19 March
,
DHS, viewed 23 September 2020, <https://www.servicesaustralia.gov.au>.
Tax Practitioners Board 2019,
Qualifications and experience for tax (financial) advisers
,
TPB, viewed 23 September 2020, <https://www.tpb.gov.au>.
MetLife 2019,
Understanding the adviser-client relationship report 2019
,
viewed 17 March 2023, <https://www.metlife.com.au/content/dam/metlifecom/au/thoughtleadership/All/understanding-the-client-adviser-relationship-report-2019.pdf>.
Reseigh, I 2015,
What 'soft skills' do you need to become a successful financial advisor?
,
HR Gazette, viewed 17 March 2023, <https://hr-gazette.com/soft-skills-need-become-successful-financial-advisor/<.
Not available
Financial Advisor Standards and Ethics Authority 2020,
Code of ethics standard commences 1 January 2020
,
FASEA, viewed 23 September 2020, <http://www.fasea.gov.au/code-of-ethics/>.
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Financial planning in Australia : advice and wealth management (2022) - eBook and book by 
