Research Projects
The value of professional financial advice
Journal articles
- The value of financial advice: A literature review and conceptual framework (forthcoming; Poster).
- The value of professional financial advice for consumers in a crisis: Evidence from financial advisers during the COVID-19 pandemic (forthcoming).
- The value of personal professional financial advice to clients: A systematic quantitative literature review, 2023, Accounting and Finance, 63 (4), p. 3737-4820.
- A move in the right direction: client relationships in financial advice, 2022, The Journal of Wealth Management, 25 (1), p. 50-81.
- The value of financial advice in a crisis: A multidisciplinary literature review, 2021, Financial Planning Research Journal, 7(1), p. 63-85.
Reports and working papers
- The value of financial advice: Perspectives of Australian financial advisers (forthcoming).
- The value of professional financial advice for consumers in a crisis: Experiences of financial advisers during the COVID-19 pandemic, 2021, Griffith University (Executive Summary; Full report).
Superannuation
Journal articles
- Australian Pension Investment Decisions during the COVID-19 Pandemic: Insights from Pension Switch Data, 2023, The Journal of Wealth Management, 26 (3), p. 54-69.
- Insights into the Investment Switching Behaviour of Australian Pension Fund Members during the COVID-19 Crisis (forthcoming).
- Sustainability preferences during COVID-19: Evidence from Australia (forthcoming).
Reports and working papers
- The wrong end of the switch: Exposing the switching behaviours of members under duress during a financial crisis, 2021, Griffith University and Iress.
- Reinvention is the new retirement. Intergenerational Wealth Transfer: The Opportunity of Gen X & Y in Australia, 2017, Griffith University and No More Practice Education (Executive summary; Full report).
Other financial advice issues
Journal articles
- Do professional financial services qualifications and designations matter to consumers? A systematic literature review and research agenda (forthcoming).
- The Impact of work integrated learning on student career outcomes (forthcoming).
- Australians’ confidence about personal insurance, 2023, The Journal of Wealth Management, 25 (4), p. 71-91.
- Determinants of client-professional relationship quality in the financial planning setting, 2011, Australasian Accounting, Business and Finance Journal, 5 (2), p. 66-99.
Reports and working papers
- The efficacy of gearing strategies for retail clients in Australia, 2017, Griffith University.
Current Student Research
Amanda Craft
The impact of culture on financial advice.
Supervised by M Brimble, K MacDonald, K Hunt and M Cull.
Thomas Hendry
The challenges of economic restructuring for young Australian households.
Supervised by L De Zwann, K MacDonald and R Bianchi.
Janelle Manders
Perfect match: An analysis of the impact of traits on self-protection measures in client-adviser relationships.
Supervised by L De Zwann and K MacDonald.
Completed Student Research
Tania Driver
Underinsurance in Australia: Motivations and deterrent in acquiring personal insurance products, 2021, Griffith University.
Supervised by M Brimble, B Freudenberg and K Hunt.
Ray Griffin
Legislation reforms in the Australian financial planning sector 1988 to ‘current’ and the consumer outcomes.
Supervised by M Brimble, K MacDonald and C Cameron.
Rebecca Watt
How financially prepared are Gen X and Y for retirement?
Supervised by M Brimble and D Johnson.
Research Grants
Note: All funding amounts are listed in AUD unless otherwise noted.
Year | Project | Griffith researchers | Grant scheme | Amount |
| 2020 - 2021 | The value of personal professional financial advice to clients: A systematic quantitative literature review | Kirsten MacDonald | GBS Publication and Grant Completion Scheme 2020 | $4,996 |
| 2018 - 2021 | Empowering Indigenous businesses through improved financial literacy | Kerry Bodle, Lorelle Frazer, Scott Weaven and Mark Brimble | ARC Discovery (Indigenous) | $320,249 |
| 2015 | Client professional relationship quality in the financial planning setting | Mark Brimble, Katherine Hunt and Brett Freudenberg | GPS Wealth Research Grant | $5,000 |
| 2014 - 2015 | Financial planning value proposition: Laying the groundwork based on clients' perspective | Mark Brimble | Financial Planning Education Council Research Grants | $5,000 |
| 2014 - 2015 | The economic, financial and psychological benefits of financial coaching (PFPA-CH) in the professional financial planning and advice (PFPA) context | Mark Brimble, Julie Knutsen and Robyn Cameron | Financial Planning Education Council Research Grants | $5,000 |
| 2013 | Where’s the WIL? Facilitating and promoting WIL in an emerging profession: The case of financial planning | Mark Brimble | Australian Office For Learning and Teaching National Teaching Fellowship | $90,000 |
Consultancy and Commercial Research Projects
Note: All funding amounts are listed in AUD unless otherwise noted.
Year | Project | Griffith researchers | Industry partner | Amount |
| 2015 - 2022 | Contract for Financial Planning Research Journal | Griffith University | Financial Planning Association of Australia | $67,000 |
| 2018 - 2021 | AMP Griffith Research Program | Mark Brimble, Kirsten MacDonald, Ellana Loy and Karen Wildman | AMP Services Limited | $288,000 |
| 2017 | Reinvention is the new retirement | Mark Brimble, Katherine Hunt, Dianne Johnson and Kirsten MacDonald | No More Practice Education | $10,000 |
| 2014 | Recruitment trends and practices in financial services – Phase 2 | Mark Brimble and Dianne Johnson | Zanetti Recruitment and Consulting | $10,000 |
| 2014 | Recruitment trends and practices in financial services – Phase 1 | Mark Brimble and Dianne Johnson | Zanetti Recruitment and Consulting | $10,000 |
Get in touch
If you're interested in participating in or sponsoring future research, or have a research enquiry, feel free to email us.