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Iskra, Loretta A. Mrs.

Lecturer

  • Faculty of Business
  • School of Accounting, Economics and Finance
  • Discipline: Finance

Overview


Loretta is a Lecturer in the School of Accounting, Economics and Finance at the University of Wollongong.  Loretta is able to use her unique practitioner expertise to develop her research and teaching priorities, enabling her to contribute to the areas of finance, banking, financial planning and superannuation. Loretta is a member of the Financial Planning Academics Forum, a specialist group that regularly meets with a view to develop research and teaching strategic objectives for financial planning. Loretta maintains a variety of links with industry and advocates for a culture of continuous improvement and accountability. Currently Loretta is involved in a research project about retirement income stream issues for baby boomers. Loretta provides media commentary on areas associated with superannuation, baby boomers, financial literacy and retirement.

Research Overview


  • The number of baby boomers moving into retirement is growing and yet the level of mandated superannuation available to provide sufficient retirement funding for this group is relatively low.  This group is more sensitive to negative cyclical events and to the impact of sequencing risk through their superannuation as part of their move to retirement. The context of retirement covers a broad range of areas; improved life expectancies are creating an unknown future. Loretta is committed to undertaking research that will provide new ideas and tentative solutions for baby boomers in managing their retirement.

    Loretta received funding for the University of Wollongong to host Financial Planning Academics Forum #14, where tertiary academic members and others engaged in education or research relating to financial planning  gathered at the Wollongong campus. This forum has national support and has been co-chaired by Assoc Profs Mark Brimble (Griffith) and Martin Hovey (UNE) and is currently chaired by Dr Adrian Raftery (Deakin).

    Loretta provides support to Dean Scholars and is available to assist Honours students with projects connected to superannuation, baby boomers, sequencing risk and financial planning.

Available as Research Supervisor

Available for Collaborative Projects

Attended Event


Selected Publications


  • Journal Article

    Year Title
    2017

    Published In
    Financial Planning Research Journal
    Volume
    3
    Pages
    48 - 57
    2012

    Published In
    Australasian Accounting Business and Finance Journal
    Volume
    6
    Pages
    113 - 120
    ISSN
    1834-2000
  • Chapter

    Year Title
    2019

    Published In
    Australian Master Financial Planning Guide 2019/20
    Publisher
    Sydney, Australia: Wolters Kluwer
    Pages
    737 - 789
    ISBN
    9781925894295
    Edition
    22
    2019

    Published In
    Australian Master Financial Planning Guide 2019/20
    Publisher
    Sydney, Australia: Wolters Kluwer
    Pages
    1367 - 1410
    ISBN
    9781925894295
    Edition
    22
    2018

    Published In
    Australian Master Financial Planning Guide 2018/19
    Publisher
    Sydney, Australia: Wolters Kluwer
    Pages
    727 - 779
    ISBN
    9781925672213
    Edition
    21
    2018

    Published In
    Australian Master Financial Planning Guide 2018/19
    Publisher
    Sydney, Australia: Wolters Kluwer
    Pages
    1351 - 1393
    ISBN
    9781925672213
  • Conference Paper

    Year Title
    2016

    Published In
    The 5th Personal Finance Investment Symposium

Presentations


Featured In


Impact Story


  • National forum of financial planning academics (UOW, Bond, Deakin, Griffith, CQU, CSU, JCU, QUT, UNSW, WSU, UTS, TAFE), professional associations (FPA, AFA), related stakeholders (AMP, NAB, Kaplan, Conexus Financial) and local representatives (Finance Control, All Financial Services (South) Pty Ltd) gathered to workshop new Financial Adviser education standards, with policy paper 'Raising Professional Standards' to be compiled.

Education And Training


  • Bachelor of Commerce in Accounting, University of Wollongong, School of Accounting and Finance, Awarded with Merit
  • Master of Commerce in Financial Planning, University of Western Sydney
  • Master of Finance - Research in Superannuation, UOW, School of Accounting, Economics and Finance, Australian Industry Superannuation Default Funds: Implications of Sequencing Risk for Baby Boomers

Teaching Overview


  • My teaching has been with undergraduate students, primarily in developing work skills for practice as a financial planner. I encourage peer learning and enjoy supporting students as they move along their life journey.

Keywords


  • Financial planning, superannuation, baby boomers, sequencing risk and retirement.

Full Name


  • Mrs. Loretta A. Iskra

Mailing Address


  • School of Accounting, Economics and Finance, UOW

    Northfields Ave

    Wollongong

    NSW

    2522

    Australia

Research Overview


  • The number of baby boomers moving into retirement is growing and yet the level of mandated superannuation available to provide sufficient retirement funding for this group is relatively low.  This group is more sensitive to negative cyclical events and to the impact of sequencing risk through their superannuation as part of their move to retirement. The context of retirement covers a broad range of areas; improved life expectancies are creating an unknown future. Loretta is committed to undertaking research that will provide new ideas and tentative solutions for baby boomers in managing their retirement.

    Loretta received funding for the University of Wollongong to host Financial Planning Academics Forum #14, where tertiary academic members and others engaged in education or research relating to financial planning  gathered at the Wollongong campus. This forum has national support and has been co-chaired by Assoc Profs Mark Brimble (Griffith) and Martin Hovey (UNE) and is currently chaired by Dr Adrian Raftery (Deakin).

    Loretta provides support to Dean Scholars and is available to assist Honours students with projects connected to superannuation, baby boomers, sequencing risk and financial planning.

Attended Event


Selected Publications


  • Journal Article

    Year Title
    2017

    Published In
    Financial Planning Research Journal
    Volume
    3
    Pages
    48 - 57
    2012

    Published In
    Australasian Accounting Business and Finance Journal
    Volume
    6
    Pages
    113 - 120
    ISSN
    1834-2000
  • Chapter

    Year Title
    2019

    Published In
    Australian Master Financial Planning Guide 2019/20
    Publisher
    Sydney, Australia: Wolters Kluwer
    Pages
    737 - 789
    ISBN
    9781925894295
    Edition
    22
    2019

    Published In
    Australian Master Financial Planning Guide 2019/20
    Publisher
    Sydney, Australia: Wolters Kluwer
    Pages
    1367 - 1410
    ISBN
    9781925894295
    Edition
    22
    2018

    Published In
    Australian Master Financial Planning Guide 2018/19
    Publisher
    Sydney, Australia: Wolters Kluwer
    Pages
    727 - 779
    ISBN
    9781925672213
    Edition
    21
    2018

    Published In
    Australian Master Financial Planning Guide 2018/19
    Publisher
    Sydney, Australia: Wolters Kluwer
    Pages
    1351 - 1393
    ISBN
    9781925672213
  • Conference Paper

    Year Title
    2016

    Published In
    The 5th Personal Finance Investment Symposium

Presentations


Featured In


Impact Story


  • National forum of financial planning academics (UOW, Bond, Deakin, Griffith, CQU, CSU, JCU, QUT, UNSW, WSU, UTS, TAFE), professional associations (FPA, AFA), related stakeholders (AMP, NAB, Kaplan, Conexus Financial) and local representatives (Finance Control, All Financial Services (South) Pty Ltd) gathered to workshop new Financial Adviser education standards, with policy paper 'Raising Professional Standards' to be compiled.

Education And Training


  • Bachelor of Commerce in Accounting, University of Wollongong, School of Accounting and Finance, Awarded with Merit
  • Master of Commerce in Financial Planning, University of Western Sydney
  • Master of Finance - Research in Superannuation, UOW, School of Accounting, Economics and Finance, Australian Industry Superannuation Default Funds: Implications of Sequencing Risk for Baby Boomers

Teaching Overview


  • My teaching has been with undergraduate students, primarily in developing work skills for practice as a financial planner. I encourage peer learning and enjoy supporting students as they move along their life journey.

Keywords


  • Financial planning, superannuation, baby boomers, sequencing risk and retirement.

Full Name


  • Mrs. Loretta A. Iskra

Mailing Address


  • School of Accounting, Economics and Finance, UOW

    Northfields Ave

    Wollongong

    NSW

    2522

    Australia