FS Advice - The Australian Journal of Financial Planning

FS Advice - The Australian Journal of Financial Planning is the definitive source of reference articles and case studies for the financial planning industry in Australia. It provides the highest standards of thought provoking analysis and practical techniques, sourced from academics, practitioners propriety research and international publications.

The Journal is in case study format and includes an executive summary section, which provides the reader with a concise overview of each paper presented in the Journal.

The content of the Journal is organised under the following headings:

  • Applied Financial Planning
  • Consumer Credit, Debt Planning and Management
  • Practice Management
  • Superannuation and Retirement Planning
  • Risk Management and Insurance
  • Taxation Planning and Estate Planning
  • Professional Reading Program - Developing Excellence

The Financial Standard CPD Program - Developing Excellence

The Journal is supported by the Financial Standard 'Developing Excellence' CPD Program. The web-based program is one of the most innovative CPD programs in the industry and has been specially designed for individual and corporate use.


FS Advice - The Australian Journal of Financial Planning is produced quarterly - Spring, Summer, Autumn and Winter editions.

The Journal is proudly produced, published and distributed by the Financial Standard a member of the Rainmaker Group.

For all editorial enquiries, please contact Laura Millan, associate editor, on 02 8234 7562 or

For all advertising and sponsorship enquiries, please contact Michelle Baltazar, head of media and publisher, on 02 8234 7530 or

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Tyndall Australian Bond Fund
Tyndall AM's head of fixed income strategy, Roger Bridges, explains that aside from exploiting alpha opportunities within credit markets, a core bond holding should also help dampen some of the risks inherent ... Watch video
Platinum Asset Management
Reflecting on more than three decades in the industry, Platinum Asset Management managing director Kerr Neilson says one of the changes in the industry has the been the erosion of the information advantage ... Watch video
This budget means everything to the wealth management industry
Rainmaker head of research Alex Dunnin tells us what this year's budget means for advisers and the financial services industry. Watch video
MAX 2014 Highlights
The annual MAX forum places all the movers and shakers in financial services when it comes to sales, marketing and distribution. Find out the recipe of those who are taking the lead. Watch the video n ... Watch video
ASIC obtains court orders against former Ballast adviser
24 July 2014, 12:30pm
The Federal Court in Perth has issued orders to restrain a former Ballast Financial Management authorised representative from providing financial advice and dealing in financial products. Read more
CBA whistleblower casts doubts over compensation scheme
24 July 2014, 12:20pm
Former Commonwealth Bank (CBA) planner and whistleblower Jeff Morris has expressed concern over a number of aspects of the bank's Open Advice Review program to compensate victims of bad advice. Read more
Cbus and FPA sign adviser referral deal
23 July 2014, 12:40pm
Industry super fund Cbus members will have access to Financial Planning Association (FPA) certified financial planners after the two organisations joined together to launch a referral program. Read more
ASIC puts hold Custom Wealth's AFSL
22 July 2014, 12:10pm
Brisbane-based Custom Wealth Solutions has also lost its Australian financial services (AFS) licence for three months. Read more
SMSF service industry comes of age: Survey
22 July 2014, 12:05pm
A newly published survey of the self-managed super fund (SMSF) sector reveals a large, flourishing and enormously diverse industry, with no single business model dominating. Read more
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