In 2015, we collaborated with Griffith Business School to launch the Financial Planning Research Journal, Australia's first academic journal dedicated to financial planning.
This publication is very important for the financial planning profession. It provides a focal point for research around financial planning that is used to inform debate and policy, and ultimately raise standards across the profession.
Published online twice a year, the journal incorporates six peer-reviewed academic articles covering the full spectrum of the financial planning profession, with Griffith University providing the editorial services.
Financial planning research JOURNAL awards
The Financial Planning Research Journal (FPRJ), published by Griffith University on behalf of the Financial Planning Association of Australia (FPA) launched three new research awards in 2019.
The new awards are part of ongoing initiatives by FPRJ to provide an academic platform to discuss issues around personal financial planning and wealth management, changes in the financial planning industry, and the notion of professionalism in personal finance within Australia.
2020 FPRJ Award winners announced
The Financial Planning Research Journal Awards have announced the winners of three new research awards for 2019-20. Diane Johnson was awarded the Early Career Researcher Award and the Conference Travel Award while Suzanne Wagland, Sharon Taylor and Levon Blue were named joint recipients of the Best Paper Award.
Each award is worth $1,500, and the joint winners of the Best Paper award are splitting the award between them. The prize money will be used to promote a global perspective on research in Financial Planning for the benefit of the profession and the general public.
Read the media release
View the eligibility, assessment criteria and application process for each award below.
FPRJ Early Career Researcher Award
$1,500 prize plus opportunity to present your paper at the US Academy of Financial Services 34th Annual Meeting, 29-30 September 2020, Virtual Conference.
Eligibility
- Had Ph.D. conferred within last five years (at date of application)
- Contribution to papers in the FPRJ (the first author on at least one paper, other order of authorship also counted) View all FPRJ papers
Assessment Criteria
- Demonstrated commitment to other research activities in financial planning in Australia, including through financial planning grants success and contribution
- Demonstrated commitment to the emerging profession of financial advice in Australia
- Demonstrated commitment to supporting financial planning in the academic community in Australia.
Application Process
Via written application to [email protected] Applications close midnight 3 September 2020.
Submissions should be no longer than five pages (excluding references and appended evidence). Applications should include evidence addressing the listed assessment criteria. In addition, ECR award applicants are invited to provide a 100 word abstract of a proposed research topic for a paper for presentation at the Academy of Financial Services 34th Annual Meeting, 29-30 September 2020, Virtual Conference.
Award sponsored by Academy of Financial Services USA (AFS), with thanks to HSBC.
FPRJ Best Paper Award
Eligibility
- A paper published in the FPRJ within the past five years
- Previous winning papers of the FPRJ Best Paper Awards are ineligible to receive further awards.
Assessment Criteria
- The quality of the paper and research
- The number of citations
- The potential impact of the research. Is the paper in a high demand research area?
Application Process
No nominations or applications are required. All papers published in the journal in the preceding five years are considered for this award.
Award sponsored by the Academy of Financial Services USA
AFS and FPRJ would like to acknowledge the support of HSBC this initiative.
FPRJ Travel Award
$1,500 travel vouchers to be used to attend an academic conference once COVID-safe travel resumes.
Eligibility
- An author on the 2020 FPRJ Best Paper or the 2020 FPRJ Early Career Researcher
Assessment Criteria
- The Early Career Researcher will be offered vouchers for travel
- If the Early Career Researcher declares that he/she is not able to use the vouchers within two years the vouchers may be offered to an author on the 2020 FPRJ Best Paper.
Application Process
No nominations or applications are required. All authors being awarded the 2020 FPRJ Best Paper or the 2020 FPRJ Early Career Researcher will be considered for this prize.
Award sponsored by HSBC
See below the timeline for 2020 applications:
Activity |
Timing |
Applications/nominations open for the awards |
24 August 2020 |
Applications/nominations close |
3 September 2020 |
Winners to be announced |
14 September 2020 |
Early Career recipient presents paper at the Academy of Financial Services Virtual Conference |
29 September 2020 |
Winners receive award prizes |
29 September 2020 |
2019 Award recipients
Read the press release from the 2019 FPRJ Awards
Sponsors |
Award |
Recipients |
AFS |
Early Career Researcher |
Michelle Cull, Western Sydney University for her prolific contribution to the journal. Her PhD was conferred in 2015 and she has already had 3 first author papers approved for publication. |
PlanPlus Global Inc., (the combination of FinaMetrica in Australia and PlanPlus in Canada). |
Best Paper |
Robert J. Bianchi, Michael E. Drew and Adam N. Walk (2016) for their paper ‘The Time Diversification Puzzle: A Survey’, Financial Planning Research Journal, Vol 2, Issue 2. |
AFS |
International Conference Travel |
Michelle Cull was the winner and she participated along with winners from the Journal of Financial Planning (FPA USA) and the Financial Services Review, the academic journal of the AFS, in presentations to over 2000 financial planners as well as hundreds of academics at the AFS and FPA Conference in Minneapolis, USA in October 2019. |
Journal papers
Year |
Volume & issue |
Authors |
Papers |
2019 |
Vol 5 Issue 1 |
- H. Young Baek, Doseong Kim and Jong Oh
- Michelle Cull
- Yizheng Jin, Rajibur Reza, Bin Li, Eduardo Roca and Victor Wong
- Tracey West, Di Johnson and Anna Webb
|
- Financial attitude, knowledge, investment behaviour and satisfaction among the clients of comprehensive financial planning services
- Learning to produce a financial plan: Student perceptions of integrating knowledge and skills
- Water as an investment and the impact of regulatory risk
- Career outcomes of financial planning students
|
2018 |
Vol 4 Issue 2 |
- Leith Mitchell
- Levon Blue and Ciaran O’Faircheallaigh
- Melinda Laundon and Penny Williams
- Amanda Craft, Sharon Taylor, Alicia Gaffney and Suzanne Wagland
|
- Bias interrupters—intentionally disrupting the status quo to create inclusive and well workplaces
- Indigenous autonomy and financial decision-making in communities
- Flexible work: Barrier to benefits
- Retirement outcomes for female primary carers in Australia: A literature review
|
2018 |
Vol 4 Issue 1 |
- Michelle Cull and Briana Melville
- Stephen Moore
- Tania Driver, Mark Brimble, Brett Freudenberg and Katherine Hunt
- Suneel Maheshwari, Rakesh Gupta and Jinze Li
|
- A review of ethics education in financial planning courses in Australia
- Communication task difficulty in investment risk profiling: A linguistic perspective
- Insurance literacy in Australia: Not knowing the value of personal insurance
- A comparative analysis of sector diversification
|
2017 |
Vol 3 Issue 2 |
- Luo Wang, Bin Li and Benjamin Liu
- Laura de Zwaan, Chrisann Lee, Yulin Liu and Toni Chardon
- Catherine M. Rickwood, Lester W. Johnson, Steve Worthington and Lesley White
- Janine K. Scott
- Tracey West
|
- Understanding the leveraged life cycle investment strategy for defined contribution plan investors
- Overconfidence in Financial Literacy: Implications for Planners
- Customer intention to save for retirement using a professional financial services planner
- Consumers of financial advice in New Zealand
- Equity holdings of Australian Baby Boomers– Comparing life cycle phases
|
2017 |
Vol 3 Issue 1 |
- Julie Knutsen, Mirela Malin, Tracey West and Mark Brimble
- Sharon Taylor, Suzanne Wagland and Amanda Taylor
- Loretta Iskra and Ciorstan Smark
- Olivia Falkiner, Adam Steen, John Hicks and Deirdre Keogh
- Rod Genders and Adam Steen
|
- True links: Precursory lessons from golf for effective financial behaviour
- The demographics that predict success in the Australian Certified Financial Planner (CFP®) certification program
- Sequencing risk for baby boomers: Prosperity or poverty Selected papers from the STEP 2nd International Conference on Private Capital Intergenerational Wealth Current practices in Australian farm succession planning: Surveying the issues
- Financial and estate planning in the age of digital assets: A challenge for advisors and administrators
|
2016 |
Vol 2
Issue 2 |
- Robert J. Bianchi, Michael E. Drew and Adam N. Walk
- Katherine Hunt
- Angelique McInnes and Abdullahi D. Ahmed
- Levon Blue
- Dianne Johnson, Mark Brimble and Ric Zanetti
|
- The Time Diversification Puzzle: A Survey
- Investment Risk Profiling: Lessons from Psychology
- Examining the Legitimacy of the current ‘Authorised Representative’ Licensing Model
- Financial Literacy Education with Aboriginal People: The Importance of Culture and Context
- Industry Demand for Financial Planning Graduates
|
2016 |
Vol 2 Issue 1 |
- Michelle Cull and Terry Sloan
- Brett Freudenberg and Dale Boccabella
- Dianne Johnson, Mark Brimble and Andrew Worthington
- Robert J Bianchi, Michael E Drew and Adam N Walk
|
- Characteristics of trust in personal financial planning
- Can stakeholders be satisfied with accountants’ education to act as advisors to self-managed superannuation funds?
- Averting poverty and government budgetary pressure through releasing home equity: A safe and informed solution for baby boomer homeowners
- The equity risk premium in Australia (1900–2014)
|
2015 |
Vol 1 Issue 1 |
- John Teale
- Michael E. Drew & Adam N. Walk
- Sanja Ajzerle, Mark Brimble & Brett Freudenberg
- Suzanne Wagland & Sharon Taylor
- Sudharshan Reddy Paramati, Di Mo & Rakesh Gupta
|
- Challenges facing financial planners advising ageing clients with diminished financial capacity
- Just how safe are ‘safe withdrawal rates’ in retirement?
- A (W)hole in financial budget: Budgeting’s influence on the effective use of credit card debt in Australia
- The conflict between financial decision making and indigenous Australian culture
- Understanding the relationship between fund flows and past performance in Australian managed funds
|
Current issue
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