Published on 02 Mar 06
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- review of the industry
- theory of portfolio construction
- problems with forecasting methodology
- structuring of income portfolios
- getting the right balance.
Craig is an Associate Director with Grange Securities. He is a certified financial planner with over 18 years experience in funds management and financial planning and has gained his experience through roles such as foreign exchange broking, developing investment products and training financial planners.
- Current at
01 May 2008