Roger Colbeck is a lecturer in financial planning and financial management. 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.
University of Tasmania (2010 to current)
Appointed as a lecturer for the Tasmanian School of Business and Economics.
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.
|Degree||Title of Thesis||University||Country||Awarded|
|PhD||The decision-making behaviour of trustees of self-managed superannuation funds||University of Tasmania||Australia||2021|
|MCom||University of Western Sydney||Australia||2011|
|MBA||University of Tasmania||Australia||2006|
|CertIV||Assessment and Workplace Training||HR Company||Australia||2005|
- Member: Financial Planning Association
- Member: Self-Managed Super Fund Association
- Committee member: RMIT Business School Program Advisory Committee
- Authorised representative of an AFSL
- Registered tax (financial) adviser
- Designation: Certified Financial Planner
- Board member: Confederation of Greater Hobart Business Ltd
- Board member: The Archdiocese of Hobart Finance Development Fund
- Board member: Tassie Wealth Pty Ltd
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.
Introduction to Financial Planning, Financial Management, Finance for Managers
Roger's teaching is closely related to his research work, and since joining the University of Tasmania in 2010, has taught undergraduate/postgraduate 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 is the course coordinator for the Graduate Diploma of Financial Planning.
- Australia's retirement system
- Self-Managed Superannuation Funds
- Socially responsible investing
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.
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 (350199)
- Other education (399999)
- Banking, finance and investment (350299)
- Administration and business support services (110301)
- Expanding knowledge in education (280109)
Journal Article(2 outputs)
|2012||Colbeck R, 'Sole of an era', Accounting, Auditing and Accountability Journal, 25, (8) pp. 1376. ISSN 1368-0668 (2012) [Contribution to Refereed Journal]|
|2011||Colbeck R, 'A day in a stable', Accounting, Auditing and Accountability Journal, 24, (6) pp. 814. ISSN 1368-0668 (2011) [Contribution to Refereed Journal]|