Financial Planning Research Journal

2015 - 2025

Current editor(s): Mark Brimble

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Volume 11, issue 1, 2025

FPRJ Vol 11 Editorial pp. 3

Cull Michelle and Brimble Mark

Industry or Profession? Applying Social Contract Theory to Financial Planning in Australia pp. 16

Craft Amanda, Taylor Sharon and Ibbett Nicole

Getting Personal about Personal Insurance pp. 17

Driver Tania, Brimble Mark, Freudenberg Brett and Hunt Katherine

Factors of Employability for Graduates Progressing through a Career in Financial Planning in Canada pp. 23

Iantorno Raquel and Richards Daniel W.

Practice-Based Knowledge Perspectives of Cultural Competence in Australian Financial Advice pp. 25

Craft Amanda, Brimble Mark, Cull Michelle, MacDonald Kirsten and Hunt Katherine

Volume 10, issue 1, 2024

FPRJ Vol 10 Editorial pp. 3

Cull Michelle and Brimble Mark

Revisiting the 4% Withdrawal Rule Using Monte Carlo Simulations with Random Market Declines pp. 18

Tamimi Nabil, Sebastianelli Rose, Rajan Murli and Rocco Vincent

Measuring Islamic Financial Literacy pp. 19

McGregor Sue L. T. and Hamdan Alghamdi Amani K.

Comprehensive Financial Planning for a Sustainable Retirement† pp. 20

Tahani Nabil and Robinson Chris

Exploring the Relationships between Virtual Client Meetings, Financial Anxiety, and Trust in Financial Planning pp. 21

Rollins-Koons Ashlyn, Lawson Derek, McCoy Megan, Wu Joanne, Anderson Jason and Ludwig Eric

Volume 9, issue 1, 2023

Canadian Retirement Planning Behavior: How Reliance on a Government Pension Relates to Pre-Retirement Savings and Planning Behaviours pp. 1-18

Staples Tanya M., Rollins-Koons Ashlyn, Anderson Gregory J. and Gray Blake

FPRJ Vol 9 Editorial pp. 1-3

Brimble Mark and Cull Michelle

Exploring the Challenges and Opportunities of Alternative Finance Products with Indigenous Peoples pp. 1-25

Blue Levon, Xing Congcong, Pham Thu and Bodle Kerry

Spend and Repeat! Young Adult’s Experiences with Buy Now Pay Later Services pp. 1-19

Blue Levon, Coglan Louisa, Pham Thu, Lammer Imke, Menner Ryan and Lee Chrisann

Financial Transparency and Marital Satisfaction pp. 1-24

Baek H. Young, Chenail Ronald and Neymotin Florence

Volume 8, issue 1, 2022

Can Personal Budget Management Services Improve Debt Repayments? A Study Using Budget Data* pp. 10-25

Madakkatel Iqbal, Chiera Belinda and McDonnell Mark D.

Retirees, Financial Planning Horizon, and Retirement Satisfaction pp. 26-39

Pearson Blain M. and Lacombe Donald

Factors Influencing the Motivation to Pursue a Career in Financial Planning* pp. 40-78

Cull Michelle, Skultety Csilla and Kumar Ryan

Efficient Asset Allocation for Individual Investors in the ETF World pp. 79-98

Emekter Riza, Jirasakuldech Benjamas and Beaves Robert

Volume 7, issue 1, 2021

Management Frameworks and Methods: Perspectives and Tools for Financial Service Professionals pp. 12-22

Kline William A., Brown Richard S. and Kuchimanchi Divya P

Technology will Save Financial Advice pp. 23-42

Daley Nat and Hunt Katherine

Financial and Psychological Reverberations During COVID-19: Evidence for Individual and Generational Turning Points? pp. 43-64

Irving Kym

The Value of Financial Advice in a Crisis: A Multidisciplinary Literature Review pp. 65-87

Loy Ellana, Wildman Karen, MacDonald Kirsten and Brimble Mark

Volume 6, issue 1, 2020

Covid-19, Investment Risk, and Retirement Security pp. 8-20

Drew Michael E.

Predicting Financial Risk Tolerance and Risk-Taking Behaviour: A Comparison of Questionnaires and Tests pp. 21-39

Grable John E., Hubble Amy, Kruger Michelle and Visbal Melissa

The Australian Government is Justified in Establishing a Single Disciplinary Body pp. 40-73

McInnes Angelique

The Hayne Royal Commission and Financial Planning Advice: A Review of the Impact on the Operating Model of Financial Advice Firms pp. 74-87

Abu-Taleb Mohammad, Rashid Afzalur and Shams Syed

Volume 5, issue 1, 2019

Financial Attitude, Knowledge, Investment Behaviour and Satisfaction Among the Clients of Comprehensive Financial Planning Services pp. 11-28

Baek H. Young, Kim Doseong and Oh Jong

Learning to Produce a Financial Plan: Student Perceptions of Integrating Knowledge and Skills pp. 29-54

Cull Michelle

Water as an Investment and the Impact of Regulatory Risk pp. 55-81

Jin Yizheng, Reza Rajibur, Li Bin, Roca Eduardo and Wong Victor

Career Outcomes of Financial Planning Students pp. 82-110

West Tracey, Johnson Di and Webb Anna

Volume 4, issue 2, 2018

Bias Interrupters—Intentionally Disrupting the Status Quo to Create Inclusive and Well Workplaces pp. 12-38

Mitchell Leith

Indigenous Autonomy and Financial Decision-Making in Communities pp. 39-50

Blue Levon and O’Faircheallaigh Ciaran

Flexible Work: Barrier to Benefits? pp. 51-68

Laundon Melinda and Williams Penny

Retirement Outcomes for Female Primary Carers in Australia: A Literature Review pp. 69-91

Craft Amanda, Taylor Sharon, Gaffney Alicia and Wagland Suzanne

Volume 4, issue 1, 2018

A Review of Ethics Education in Financial Planning Courses in Australia pp. 11-32

Cull Michelle and Melville Briana

Communication Task Difficulty in Investment Risk Profiling: A Linguistic Perspective pp. 33-52

Moore Stephen

Insurance Literacy in Australia: Not Knowing the Value of Personal Insurance pp. 53-75

Driver Tania, Brimble Mark, Freudenberg Brett and Hunt Katherine

A Comparative Analysis of Sector Diversification in Australia, India and China pp. 76-100

Maheshwari Suneel, Gupta Rakesh and Li Jinze

Volume 3, issue 2, 2017

Understanding the Leveraged Life Cycle Investment Strategy for Defined-Contribution Plan Investors pp. 12-30

Wang Luo, Li Bin and Liu Benjamin

Overconfidence in Financial Literacy: Implications for Planners pp. 31-46

Laura de Zwaan, Lee Chrisann, Liu Yulin and Chardon Toni

Customer Intention to Save for Retirement Using a Professional Financial Services Planner pp. 47-67

Rickwood Catherine M., Johnson Lester W., Worthington Steve and White Lesley

Consumers of Financial Advice in New Zealand pp. 68-86

Scott Janine K.

Equity Holdings of Australian Baby Boomers-Comparing Life Cycle Phases pp. 87-109

West Tracey

Volume 3, issue 1, 2017

True Links: Precursory Lessons from Golf for Effective Financial Behaviour pp. 12-25

Knutsen Julie Therese, Malin Mirela, West Tracey and Brimble Mark

The Demographics that Predict Success in the Australian Certified Financial Planner (CFP®) Certification Program pp. 26-47

Taylor Sharon, Wagland Suzanne and Taylor Amanda

Sequencing Risk for Baby Boomers: Prosperity or Poverty* pp. 48-57

Iskra Loretta and Smark Ciorstan

Current Practices in Australian Farm Succession Planning: Surveying the Issues^ pp. 59-74

Falkiner Olivia, Steen Adam, Hicks John and Keogh Deirdre

Financial and Estate Planning in the Age of Digital Assets: A Challenge for Advisors and Administrators^ pp. 75-80

Genders Rod and Steen Adam

Volume 2, issue 2, 2016

The Time Diversification Puzzle: A Survey pp. 12-48

Bianchi Robert J., Drew Michael E. and Walk Adam N.

Investment Risk Profiling: Lessons from Psychology pp. 49-63

Hunt Katherine

Examining the Legitimacy of the Current ‘Authorised Representative’ Licensing Model pp. 64-90

McInnes Angelique and Ahmed Abdullahi D.

Financial Literacy Education with Aboriginal People: The Importance of Culture and Context pp. 91-105

Blue Levon

Industry Demand for Financial Planning Graduates pp. 106-124

Johnson Dianne, Brimble Mark and Zanetti Ric

Volume 2, issue 1, 2016

Characteristics of Trust in Personal Financial Planning* pp. 12-35

Cull Michelle and Sloan Terry

Can Stakeholders be Satisfied with Accountants’ Education to Act as Advisors to Self-Managed Superannuation Funds pp. 36-54

Freudenberg Brett and Boccabella Dale

Averting Poverty and Government Budgetary Pressure Through Releasing Home Equity: A Safe and Informed Solution for Baby Boomer Homeowners pp. 55-79

Johnson Dianne, Brimble Mark and Worthington Andrew

The Equity Risk Premium in Australia (1900-2014) pp. 80-99

Bianchi Robert J, Drew Michael E and Walk Adam N