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Roger Colbeck

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Roger Colbeck

Roger Colbeck

Lecturer
PhD Candidate
Tasmanian School of Business & Economics

Room 115, Centenary Building, Sandy Bay Campus

+61 3 6226 2758 (phone)

+61 3 6226 7845 (fax)

Roger.Colbeck@utas.edu.au

Roger Colbeck is a lecturer in accounting, financial management and financial planning. His previous roles have involved the preparation of strategy and governance submissions for corporate boards. Roger has led growth in financial services businesses through organic targets and by acquisition. Strengths in previous management include coaching, recruiting, and administration and performance management. Sector based experience in Superannuation Funds and Wealth Management. Significant experience in tertiary and vocational educational course development and delivery. Roger retains an ASIC authorised representative license.

Career summary

Qualifications

DegreeTitle of ThesisUniversityCountryAwarded
MCom University of Western SydneyAustralia2011
MBA University of TasmaniaAustralia2006
DipFP KaplanAustralia2004
CertIVAssessment and Workplace TrainingHR CompanyAustralia2005

Biography

University of Tasmania (2010 to current)

Appointed as a lecturer for the Tasmanian School of Business and Economics. Currently undertaking a higher degree by research.

Tasmanian Perpetual Trustees Limited (2006 to 2010)

Corporate Manager, Financial Planning and Investments

Recruited to implement strategic development of financial planning and investment divisions for growth organically and by acquisition.  Accountable for management of $568 million FUA financial planning practice and $2 billion investment funds. Responsible Manager for the Corporations Act, Australian Financial Services License and held an Authorised Representative license. 

Connectfinancial (1999 to 2006)

Manager, Investments and Financial Planning company/division 

Responsible for a $250 million FUA, $2 Million turnover financial planning practice. Direct staff of 32 statewide licensed authorised representatives and 5 administration staff with responsibility for matters related to day to day operations. Product manager for Fixed interest ($250 million deposits), General and Health insurance departments. Product manager for the Retail banking division ($240 million deposits) with responsibility to maintain corporate liquidity. Implemented and was Responsible Manager for the Corporations Act, Australian Financial Services regime and held an Authorised Representative license.

Research Themes

Roger's research aligns to the University's theme of Data, Knowledge and Decisions and Creativity, Culture and Society. Roger's primary research involves superannuation and the influence of accountants.

His research interests include:

  • Self-Managed Superannuation and socially responsible investing
  • Influence of accountants on self-managed superannuation trustees
  • The self-employed and retirement outcomes

In particular, Roger is interested in the significant influences on trustees of self-managed superannuation funds in their decision making. He is undertaking a higher degree by research with this theme.

Memberships

Professional practice

  • Member: Financial Planning Association
  • Member: Self-Managed Super Fund Association

Committee associations

  • Committee member: RMIT Business School Program Advisory Committee

Other

  • Treasurer: The Association for Children with Disability (Tas) Inc.  (ACD)
  • Board member: The Archdiocese of Hobart Finance Development Fund

National roles for this industry association involving drafting and submitting policy response to Federal Government. Currently involved in roles relating to the future of education for the financial services industry.

Teaching

Introduction to Financial Management, Finance for Managers, Financial Planning

Teaching expertise

Roger's teaching is closely related to his research work, and since joining the University of Tasmania in 2010, has taught undergraduate units (i.e. Financial Planning), advanced units (i.e. Finance for Managers) at the MBA level and (Introduction to Financial Management) at the MPA level. Roger continues to develop and deliver the Diploma of Financial Services to corporate entities.

Teaching responsibility

View more on Mr Roger Colbeck in WARP

Expertise

  • Australia's retirement system
  • Self-Managed Superannuation Funds
  • Socially responsible investing

Current projects

Influences on socially responsible investing by self-managed superannuation funds

This paper develops a conceptual framework to identify variables that potentially influence socially responsible investing by the trustees of self-managed superannuation funds, to explain what is known about them and to develop hypotheses aimed at encouraging future empirical research

The influence of accountants on Trustees of Self-Managed Superannuation Funds in their decision making.

The aim of this study is to investigate the influence that accountants have on the decision making for trustees of self-managed superannuation funds (SMSF)? The objective of the project is to review the situational and contextual factors that influence the decision making of SMSF trustees and identify the attributes of accountants that impact the decision making of trustees. A cross sectional study with semi-structured interviews has been completed.

Fields of Research

  • Accounting, Auditing and Accountability (150199)
  • Education (139999)
  • Banking, Finance and Investment (150299)

Research Objectives

  • Administration and Business Support Services (900201)
  • Expanding Knowledge in Education (970113)

Publications

Total publications

2

Journal Article

(2 outputs)
YearCitationAltmetrics
2012Colbeck R, 'Sole of an era', Accounting, Auditing and Accountability Journal, 25, (8) pp. 1376. ISSN 1368-0668 (2012) [Contribution to Refereed Journal]

DOI: 10.1108/09513571211290680 [eCite] [Details]

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2011Colbeck R, 'A day in a stable', Accounting, Auditing and Accountability Journal, 24, (6) pp. 814. ISSN 1368-0668 (2011) [Contribution to Refereed Journal]

DOI: 10.1108/09513571111155555 [eCite] [Details]

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