Loretta joined the School of Accounting and Finance in February 2008, after casually
tutoring for the School in 2007. Loretta is currently teaching financial planning
subjects for undergraduate students. Loretta has combined work and study in the finance
industry since 1982; initially commencing her accounting studies while starting in her
first role as a clerk for the State Bank of NSW. While moving through the positions of
teller, personal lender, credit analyst and commercial lender, Loretta completed her TAFE
Accounting Certificate and Business Diploma and then commenced undergraduate studies with
the University of Wollongong. Loretta transferred into financial planning in 1998 and
became a Bachelor of Commerce (with Merit) graduate in 1999. Loretta worked as a
Certified Financial Planner following completion of the Diploma of Financial Planning in
2000, prior moving into academia. Loretta's research interests include:
Superannuation – industry default funds, Population ageing – the intergenerational
impact, Advice – client tailored advice v industry/political constraint, Risk profiling –
relevance, behaviour labelling

Other

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A Technical Note on Australian Default Superannuation Investment Strategies, Australasian Accounting Business and Finance Journal (2012)

Superannuation has become more complex over time. Individual investors are inclined to seek the ‘path...