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 05 May 2006
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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