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Financial Planning, 2nd Edition

ISBN 9781118644836
Edition 2
Publication Date
Publisher John Wiley & Sons Inc
Author(s)
Overview

Warren McKeown was the Senior Lecturer and Course Director of Financial Planning at RMIT University for 11 years, where he devised and taught a range of fi nancial planning subjects in the undergraduate Financial Planning degree program and also subjects in the Master of Financial Planning program. He is currently a Teaching Fellow in Financial Accounting at the University of Melbourne. He has degrees in economics and education and a business master?s degree by research. He has 25 years? experience in fi nancial planning as a Chartered Accountant and as a Certified Financial Planner. He maintains a small client base to ensure that his fi nancial planning skills are up to date. Warren prepared materials and presented workshops in fi nancial planning for the Personal Financial Planning and Superannuation segment of the CPA program for over 10 years. He was also a panel member of the Financial Industry Complaints Service (now Financial Ombudsman Service) and is currently a subject expert for CFP1, the Professionalism module of the FPA?s CFP program.

Mike Kerry is currently the Director of Learning Services at Deakin- Prime. Prior to joining DeakinPrime he was a Senior Lecturer in Financial Planning in the Faculty of Business and Law at Deakin University. Mike has been instrumental in the development and growth of both the undergraduate and postgraduate Financial Planning programs at Deakin University. He has also been extensively involved in the development of fi nancial planning curricula for the university?s commercial clients. Mike?s research interests include retirement planning and the use of computerbased technology to enhance planner?lient communication. Mike has a Bachelor of Commerce and a Master of Finance (Honours) from the University of Melbourne. Mike is also a Fellow of the Certifi ed Practising Accountants of Australia and a Financial Planning Specialist.

Marc Olynyk is a Senior Lecturer in Financial Planning at La Trobe University and has held various roles within both academia and industry in the areas of fi nancial planning, superannuation, and retirement planning and accounting. He has many years? experience in both teaching and program leadership positions and has played a key role in the development, growth and accreditation of the financial planning discipline at La Trobe University. Marc is a member of the Financial Planning Association and the Institute of Chartered Accountants, a foundation member of the Financial Planning Education Council and a member of the Financial Planning Academic Forum. Marc has published articles in fi nancial planning, superannuation and financial literacy.

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