Personal financial planning in Australia: an industry analysis

Paper


Santacruz, Lujer and Lukashenok, Aleksej. 2009. "Personal financial planning in Australia: an industry analysis." Benson, Karen and Ding, David (ed.) AsianFA 2009: Asian Finance Association International Conference. Brisbane, Australia 30 Jun - 03 Jul 2009 Brisbane, Australia.
Paper/Presentation Title

Personal financial planning in Australia: an industry analysis

Presentation TypePaper
AuthorsSantacruz, Lujer (Author) and Lukashenok, Aleksej (Author)
EditorsBenson, Karen and Ding, David
Journal or Proceedings TitleProceedings of the Asian Finance Association International Conference (AsianFA 2009)
ERA Conference ID60073
Number of Pages34
Year2009
Place of PublicationBrisbane, Australia
ISBN9781864999556
Web Address (URL) of Paperhttp://www.business.uq.edu.au/display/news/UQ+Business+School+hosts+Asian+Finance+Association+2009+conference
Conference/EventAsianFA 2009: Asian Finance Association International Conference
Asian Finance Association Conference
Event Details
AsianFA 2009: Asian Finance Association International Conference
Event Date
30 Jun 2009 to end of 03 Jul 2009
Event Location
Brisbane, Australia
Event Details
Asian Finance Association Conference
Abstract

This paper analyses the Personal Financial Planning industry in Australia. It draws on existing literature by the industry’s participants and academics. The paper provides insights into the dominant issues and trends in Personal Financial Planning services in Australia. It utilises the Porter Five Forces model to analyse the current structure and the dynamics of the industry and suggests possible future directions for the industry based on this analysis.

Keywordsfinancial planning; industry analysis; Porter model; five forces model
ANZSRC Field of Research 2020350208. Investment and risk management
350716. Small business organisation and management
380107. Financial economics
Public Notes

No evidence of copyright restrictions. No evidence of formal publication.

Byline AffiliationsSchool of Accounting, Economics and Finance
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