NEW AFS Australia–New Zealand Chapter Research Seminar: Financial Vulnerability  

Announced May 27, 2025

Friday, 13 June 2025 |   | 9:00 – 11:00 am AEST Zoom

Seminar Topic

Join us for a thought-provoking discussion on the gap between financial advice for the affluent and financial therapy for those in crisis. Our speakers will shed light on the "missing middle" and share insights on how researchers, policymakers, and practitioners can help build a more inclusive financial support system.

Speakers

Dr Bomikazi Zeka, Associate Professor in Finance and Financial Planning at the University of Canberra, is dedicated to breaking down barriers to financial education and advancing equity in finance, especially for women, people of colour, and older adults.

Dr Amanda Craft, Associate Lecturer at Western Sydney University, explores the intersection of financial regulation, cross-cultural psychology, and behavioural finance. Her work reveals how cultural and institutional dynamics shape financial advice relationships and regulatory outcomes.

(Full speaker bios available via the registration link below.) 

This seminar will be of particular interest to academics, practitioners, and policymakers seeking to advance financial inclusion and resilience.

Register here

We look forward to seeing you there!

NEW Thank you for supporting our ABDC Journal Quality List Submission

Announced May 27, 2025

The Academy of Financial Services Australia-New Zealand Chapter extends our sincere thanks to all members who endorsed our collective submission to the 2025 Australian Business Deans Council (ABDC) Journal Quality List assessment. Your support for the Financial Services Review, Financial Planning Research Journal, and Financial Planning Review is greatly appreciated as we continue to advocate for greater recognition of personal finance and financial planning scholarship. 

Support the Elevation of Financial Planning Journals in the ABDC Rankings

The Academy of Financial Services Australia-New Zealand Chapter is preparing a collective submission to the 2025 Australian Business Deans Council (ABDC) Journal Quality List review. We are seeking signatories to endorse:

• An upgrade of Financial Services Review (FSR) from B to A,
• An upgrade of Financial Planning Research Journal (FPRJ) from C to B, and
• The addition of the Financial Planning Review to the list as a B

These journals are critical outlets for high-quality research in personal finance, financial planning, and household financial decision-making. Strengthening their rankings will broaden reputable publication pathways, raise the profile of our discipline, and better reflect the calibre of research produced by AFS members. 

Add your name and affiliation by 25 May 2025 via the form below:

Submission Form

Thank you for your support in advancing recognition of our field. 

Call for Papers extended

 Announced April 6, 2025

AFS/CFP Connections conference submissions will remain open until 15 May at 11:59PM ET. The announcement date of accepted submissions, 15 June, will remain unchanged.

To find out more see here

To access the Submission Portal click here

NEW Call for Nominations: Editor of Financial Services Review

 Announced April 2, 2025

AFS is seeking nominations for the next Editor of Financial Services Review (FSR), the academy’s flagship peer-reviewed journal dedicated to the study and advancement of personal financial management. We encourage nominations of individuals committed to advancing financial services research and fostering academic excellence. Nominations are due 30 May 2025. Click here for full details on the role and nomination process.

NEW $60,500 raised for FSR by OACIP 

Posted Mar 26, 2025

Thank you to Lyrasis and the University Libraries that have already stepped forward to support FSR through the Open Access Community Investment Program. We have raised $60,500 of our $69,000 target!

Lyrasis/OACIP informed us that if your librarian, department or institution is interested in supporting FSR, they can still do so!

We are still looking or 3 libraries at $1000/yr for three years! 

See here for links on which libraries have already stepped up and the details you can provide your institution.

AFS Member Survey

 NEW Announced March 21, 2025

As we head into our 40th year, irrespective of whether you are a current member or not, we would like your feedback to help us better serve the community. We would appreciate you taking a few minutes to fill in the SURVEY.

AFS Adds 5 Additional Board Members for 2025

 Announced March 6, 2025

As part of our 40th anniversary preparations, AFS is honoured to announce the addition of 5 new Board members for 2025, including Dr. Tom Warschauer, the inaugural president of AFS in 1985.

See here for the full list.

See the full Board here.

Financial Services Review Vol 33 No 1 Released

 Announced March 6, 2025

Dr. John Grable, Editor of Financial Services Review is pleased to announce the publication of Vol 33 No 1 for 2025. This issue includes an outstanding 10 new research papers!

In addition, for AFS members there is a CE Quiz approved for 4.0 hours by CFP Board. Click here to access the quiz. Not a member but like to find out more about our journal based CE - click here?

Call for Papers 2025 is Open 

Posted February 24th, 2025

AFS is thrilled to announce that in this, our 40th anniversary year, our annual research conference will be held in collaboration with CFP Board Connections Conference in Chicago IL, October 6th to 8th. This will bring together the top research in financial planning globally with a dedicated research track that is seamlessly integrated to the broader CFP Board event. Our theme for 2025 is 

40 Years of Advanced Research in Financial Planning: Reflecting on the Past, Driving the Future

To find out more see here

To access the Submission Portal click here

Your AFS Board for 2025 

Posted February 11, 2025

Congratulations and thank you to everyone that ran for election in support of AFS' open and democratic process to elect officers and directors, as per our bylaws. Thanks also to those members that took the time to review the videos for each candidate and for voting!

Please welcome:

Michelle Cull, University of West Sydney - President Elect for 2025 and your AFS President for 2026/2027

Kirsten MacDonald, Griffith University, EVP Program for 2025/2026

Mustafa Nourallah, Mid Sweden University, VP International for 2025/2026

Thomas Korankye, VP Marketing for 2025 

Norah Feng, Massey University, Director for 2025/2026

Eun Jin (EJ) Kwak, University of Wisconsin-Green Bay, Director for 2025/2026

See here for your entire Board