Personal finance industry looks to the future

Today's Brisbane symposium will examine the challenges ahead of the personal finance industry.
Today's Brisbane symposium will examine the challenges ahead of the personal finance industry.

Retirement outcomes for Indigenous workers, blazing a trail for women in financial planning and what it means to be financially excluded in Australia will be among the issues on the table at the fourth annual Personal Finance and Investment Symposium today (Nov 17).

Organiser, Dr Rakesh Gupta, has also highlighted the significant involvement of industry and professional body representatives at this year’s event to be hosted at Griffith University’s South Bank campus in Brisbane.

“Such collaboration is critical given the professionalisation agenda being pursued across the personal finance industry,” he said.

“Academic engagement in this space must increase because it will be critical to informing industry practice moving forward.”

Some of Australia’s leading academics will be on hand to present and discuss the latest research findings.

These will include a Griffith Business School team of Associate Professor Robert Bianchi, Professor Michael Drew, Dr Adam Walk and Dr Osei Wiafe who have constructed a 40-year saving profile of the typical Indigenous worker in Australia.

“Their findings reveal that the retirement outcomes of Indigenous workers are approximately 30% lower than the average non-indigenous worker,” organiser, Associate Professor Mark Brimble, said.

Tuesday’s keynote address will be delivered by Dr Deen Sanders, CEO Professional Standards Councils, at the only event of its kind in Australia.

Financial literacy, finance and investment, real estate investment, personal finance, investments, ethics and governance will be the themes of discussion across a number of sessions.

The Personal Finance and Investment Symposium is supported by AMP Horizons Academy and Financial Planning Association of Australia (FPA).

Find out more here.