Students take out third place in national financial planning challenge

A team of Western Sydney University students from the School of Business have placed third in Australia in a Financial Planning Challenge hosted by AMP.

The AMP University Challenge was an opportunity for undergraduate students Jacob Robach, Timothy Veloso and Aiden Dela Cruz to experience first-hand what it takes to be a successful financial planner. Of the 600 entries in the competition, The Western Sydney University team made it to the Finals Day where they placed third.

As part of the Challenge, students were required to prepare a full financial plan for a case study, present this plan to the clients, complete a live quiz known as ‘Who wants to be a financial planner?’ and deliver an 8 minute speech to AMP employees.

Jacob, Timothy and Aiden were able to network with AMP business leaders, industry professionals, financial planners, and leading financial planning academics— an invaluable experience for the students.

Dr Michelle Cull, senior lecturer and Director of Academic Program for Accounting, says the University is leading the way for future financial advisers.

“We are so proud of our students and what they have achieved as part of their studies at Western Sydney University,” she says.

Western offers a Bachelor of Accounting (Financial Planning) and a Master of Financial Planning that are fully accredited by the Financial Planning Association of Australia (FPA).


2 November 2017

Media Unit