Skip to Main Content

Contact Libraries Portal Login

Graduate Diploma in Financial Planning: FPINS501A Insurance and Superannuation Planning

This guide supports the Graduate Certificate and the Graduate Diploma in Financial Planning

Prescribed

Insurance and risk management (2019) - eBook and book by John Simpson Teale
Various editions available
Australian master superannuation guide (2023/24) - eBook and book by Shirley Murphy
Various editions available

Recommended

Australian financial planning handbook (2019) - eBook and book
Various editions available
Financial planning in Australia : advice and wealth management (2022) - eBook and book by Sharon Taylor
Various editions available

Gatzert, N, Schmit, JT & Kolb, A 2016, ‘Assessing the risks of insuring reputation risk’,
Journal of Risk & Insurance, vol. 83, no. 3, pp. 641-679, doi:10.1111/jori.12065
Muratore, AM & Earl, JK 2015, 'Improving retirement outcomes',
Ageing and Society, vol. 35, no. 10, pp. 2100-2140, doi:10.1017/S0144686X14000841
‘The true value of insurance’ 2015,
Journal of the Australian & New Zealand Institute of Insurance & Finance, vol. 38, no. 1, p. 41, viewed 1 October 2020, Business Source Complete.
Financial Services Council 2019, Life insurance code of practice,

ASIC regulatory guideline 175. Licensing: financial product advisers: conduct and disclosure 2021,
Australian Securities & Investments Commission, viewed 15 September 2022, <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>.
Australian Government 2019, Registering as an individual tax (financial) adviser, Tax Practitioners Board (TPB),
viewed 7 October 2020, <https://www.tpb.gov.au/register-individual-tax-financial adviser>.
Financial Advisor Standards and Ethics Authority 2019, Code of ethics standard commences 1 January 2020,
FASEA, viewed 23 September 2020, <https://www.legislation.gov.au/Details/F2019L00117/>.