Elizabeth Ooi

Dr, BA BCom PGradDipEc&Com PhD Monash

  • The University of Western Australia (M250), 35 Stirling Highway,

    6009 Perth

    Australia

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Personal profile

Biography

Elizabeth is a Senior Lecturer of Finance at the UWA Business School. Prior to this, she completed her PhD and was a teaching associate at Monash University. Her areas of expertise are financial literacy and personal finance. She previously worked in the financial services industry and has been a consultant on international financial literacy issues to the OECD (Organisation for Economic Co-operation and Development), authoring several OECD policy reports. 

Her current research projects on financial education and superannuation have been published in leading academic journals and cited by public inquiries and the financial press. She has been involved in grant projects attracting over $140,000 in university and industry research funding.

Roles and responsibilities

Service roles

Department of Accounting and Finance seminar series co-coordinator (2022)

Deputy Director of External Engagement for the Business School (2018-2022)

Faculty board member (2016-2017)

Academic board member (2016-2017)

Undergraduate Board of Studies member (2016-2017)

PhD supervision

F.Nurlaily (2022-present)

Honours supervision

M.Chen (2022), C.Murphy (2019), H.Deol (2019), C.Chan (2018), S.Lim (2016), S.Ong (2015).

Funding overview

Teaching innovation grants

2019 UWA FABLE and UWABS funding to enhance UnderstandingSuper with Scott Ko and Kevin Liu ($20,000)

2016 CPA Australia funding to develop a financial education app called UnderstandingSuper with Scott Ko and Brett Fisher ($25,000)

Research grants

2020 NSW TechVoucher grant with Kevin Liu and Jack Noone, ($29,999.89)

2018 UWA FABLE research accelerator scheme with Paul Gerrans, Alison Preston, Ingebjorg Kristoffersen and Joanne Sneddon ($20,000)

2016 Industry Superannuation Australia research grant with Kevin Liu ($50,000) 

2015 Financial Literacy Australia research grant with Paul Gerrans ($38,021) 

2015 UWA Business School Research Development Award ($8,000)

Teaching overview

FINA4481 Advanced Investments

FINA2222 Corporate Financial Policy

FINA2209 Financial Planning

FINA5529 Topics in Finance

Research

Corporate governance
Superannuation/ pension fund governance
Socially responsible investing
Financial education
Financial literacy

Community engagement

Co-founder of UnderstandingSuper, a free website and app providing financial education about superannuation

Engagement

Invited speaker

ASEAN Business and Investment Roundtable on Fintech and Financial Literacy (2021) hosted by ASEAN in Brunei Darusalam/virtual (invited moderator).

Australia update: ‘Raising the standard of living’ public forum (2018) hosted by UWA in Perth

CPA Australia podcast (2017) hosted by CPA Australia online

Conference on Financial Literacy and Consumer Protection (2017) hosted by OECD, Asian Development Bank Institute and State Bank of Vietnam in Hanoi, Vietnam

Changing consumer behaviour through financial literacy, financial inclusion, and consumer protection (2017) hosted by Indonesian Financial Services Authority in Bali, Indonesia

High-level regional seminar on empowering MSMEs through financial literacy and inclusion (2016) hosted by OECD and Indonesian Financial Services Authority in Jakarta, Indonesia

Media engagements- Financial literacy

Channel 10 News Perth, (2019), https://www.facebook.com/10NewsPer/videos/‌436946950563422/.

UWA expert series, “UWA Finance expert offers top tips to manage finances during COVID-19”, (http://www.news.uwa.edu.au/‌2020042112011/‌‌‌research/uwa-finance-expert-offers-top-tips-manage-finances-during-covid-19)

Post Newspapers, ‘Financial pitfalls and opportunities in pandemic perplexity’, (https://www.pressreader.com/australia/post-newspapers/20200425/282106343785463)

UWA news, “New app helps breakdown complexities of superannuation”, (http://www.news.uwa.edu.au/2019110811715/business-and-industry/‌new-app-helps-break-down-complexities-superannuation).

Baur, D., Gerrans, P. & Ooi, E., (2018), The royal commission should result not only in new regulation, but new education, The Conversation, https://theconversation.com/the-royal-commission-should-result-not-only-in-new-regulation-but-new-education-100665.

Media engagements- Superannuation

Klan, A., (2018), 'Watchdog failed to act on warning over super fees', The Australian, https://www.theaustralian.com.au/national-affairs/watchdog-failed-toact-on-warning-oversuper-fees/news-story/3ac9b30e03afae67ab12af81043857cb.

Martin, P., (2018), ‘Portrait of a sick system gives us a chance to put things right’, Sydney Morning Herald, https://www.smh.com.au/politics/federal/portrait-of-a-sick-system-gives-us-a-chance-to-put-things-right-20180601-p4zisi.html.

O’Neil, M., (2018), ‘Don't apply the banks' failed standards to our super funds too’, Sydney Morning Herald, https://www.smh.com.au/national/don-t-apply-the-banks-failed-standards-to-our-super-funds-too-20180806-p4zvse.html2018.

McElhaney, A., (2018), ‘Board conflicts of interest pose threat to pension fund returns’, Institutional Investor, https://www.institutionalinvestor.com/article/b173s0r46531dy/‌board-conflicts-of-interest-pose-threat-to-pension-fund-returns.

Taylor, M., (2018), ‘Are bank-owned funds only in it for the margins?’, Money Management, https://www.moneymanagement.com.au/news/superannuation/are-bank-owned-funds-only-it-margins.

Taylor, M., (2018), ‘Are bank-owned funds only in it for the margins?, Super Review, http://www.superreview.com.au/news/superannuation/are-bank-owned-funds-only-it-margins.

Ooi, E., (2015), ‘Super connected directors not helping super fund performance’, The Conversation, (https://theconversation.com/super-connected-directors-not-helping-‌super-‌fund-performance-41032).

Academic presentations- seminars

University of Western Australia (2020), University of Hawaii, USA (2019), University of Parma, Italy (2018), Deakin University (2016), University of Western Australia (2015), RMIT University (2014), Deakin University (2014), Queensland University of Technology (2014), University of Western Australia (2014), University of Adelaide (2014), University of New South Wales (2014), La Trobe University (2014), Monash University (2014), Monash University (2013)

Academic presentations- conferences

Paris Financial Management Conference (2018), 30th Asian Financial Association conference (2018), 26th Annual Colloquium of Superannuation Researchers (2018), 24th Annual Colloquium of Superannuation Researchers (2016), 6th Financial Markets and Corporate Governance Conference (2015), Centre for International Finance and Regulation Pitching Research Symposium (2015), 23rd Annual Colloquium of Superannuation Researchers (2015), University of Queensland Accounting and Finance Forum (2015), 22nd Annual Colloquium of Superannuation Researchers (2014), Australian Centre for Financial Studies Boardroom Briefing (2014), 5th Financial Markets and Corporate Governance Conference (2014), Australian Centre for Financial Studies Funds Management Reference Group (2014), 26th Australasian Finance and Banking Conference (2013), 6th International Accounting and Finance Doctoral Symposium (2013)

Expertise related to UN Sustainable Development Goals

In 2015, UN member states agreed to 17 global Sustainable Development Goals (SDGs) to end poverty, protect the planet and ensure prosperity for all. This person’s work contributes towards the following SDG(s):

  • SDG 5 - Gender Equality
  • SDG 8 - Decent Work and Economic Growth
  • SDG 12 - Responsible Consumption and Production

Research expertise keywords

  • Superannuation
  • Pension funds
  • Corporate governance

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