Personal financial planning in Australia: an industry analysis

Santacruz, Lujer and Lukashenok, Aleksej (2009) Personal financial planning in Australia: an industry analysis. In: AsianFA 2009: Asian Finance Association International Conference, 30 Jun-3 Jul 2009, Brisbane, Australia.

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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.

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Item Type: Conference or Workshop Item (Commonwealth Reporting Category E) (Paper)
Refereed: Yes
Item Status: Live Archive
Additional Information: No evidence of copyright restrictions. No evidence of formal publication.
Faculty / Department / School: Historic - Faculty of Business - School of Accounting, Economics and Finance
Date Deposited: 13 Jan 2010 02:30
Last Modified: 11 Sep 2014 06:27
Uncontrolled Keywords: financial planning; industry analysis; Porter model; five forces model
Fields of Research : 15 Commerce, Management, Tourism and Services > 1502 Banking, Finance and Investment > 150205 Investment and Risk Management
15 Commerce, Management, Tourism and Services > 1503 Business and Management > 150314 Small Business Management
14 Economics > 1402 Applied Economics > 140207 Financial Economics
Socio-Economic Objective: E Expanding Knowledge > 97 Expanding Knowledge > 970114 Expanding Knowledge in Economics

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