Comprehensive FINS2643 Wealth Management Notes

Description

FINS2643 Wealth Management Notes These notes are VERY comprehensive and detailed, and cover all syllabus points. They are built with information from the textbook, lecture slides, tutorial work and midterm exam. Covers all topics from Week 1 to Week 10. 1. Financial Planning 2. Financial Plan & Advice 3. Taxation and Strategy 4. Home Ownership & Consumer Credit 5. Asset Class, Allocation and Portfolio Construction 6. Managed Funds, Selection & Strategy 7. Social Security, retirement planning & Superannuation 8. Superannuation & SMSF 9. Insurance