Designing a Holistic Model of Advice to Improve Retirement Planning

Designing a Holistic Model of Advice to Improve Retirement Planning

Programs Available


Reference Number


Opening Date

27 Jan 2020 12am AEDT 

Closing Date

31 Mar 2020 12am AEDT 

Scholarship available to



We are looking for a student who has successfully completed the MRES to take up a domestic PhD scholarship opportunity. The scholarship is for 3 years as part of the Research Excellence Program. The project is led by Associate Professor Jo Earl, a leading researcher in the area of retirement planning and adjustment. You can expect to be in regular contact with our industry partners at Allianz Retire +, UWA and UNSW throughout the project.

This is a well-resourced project with $325,258 awarded by the ARC and $135,000 industry sponsorship from Allianz Retire+ . The project’s aim is to design and test a new holistic model to improve retirement planning. The new model integrates financial advice with career and health planning to help people make better decisions about workplace exit and improve the wellbeing of retirees longer-term. Access to participants will be provided by Allianz Retire + and other industry contacts.

The PhD will focus on attitudes of advisers to the multi-disciplinary advice model and their ability to use additional insights to improve outcomes. This is an excellent project for a student who wants to combine industry experience with designing applied experiments and to learn about building learning interventions.

Candidates are asked to submit an expression of interest to Associate Professor Joanne Earl by 14th February 2020 (if possible).


This scholarship is available to eligible candidates to undertake a direct entry 3-year PhD program commencing in 2020.

To be eligible for a scholarship, applicants are expected to have a record of excellent academic performance and additional relevant research experience and/or peer-reviewed research activity at a minimum level of a first-class Honours research degree or Master of Research, in line with the University’s scholarship rating guidelines. Refer to the Rating Scholarship Applicants section for more information about these guidelines.

Scholarship Components

The scholarship is comprised of a Macquarie University Research Excellence Scholarship (MQRES) Living Allowance/Stipend and the Tuition Fee Offset scholarship.

The stipend component of the scholarship is currently valued at AUD $28,092 per annum (2020 rate, tax exempt).

Contact Details

Name: Associate Professor Joanne Earl
Phone: 98509163

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