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Personal Finance; Financial Planning; Retirement Planning; Ageing Populations


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Personal profile


Dr Bomikazi Zeka is an Assistant Professor in Finance and Financial Planning at the University of Canberra. Bomikazi has experience in teaching at both undergraduate and postgraduate level from the Nelson Mandela University and Hong Kong Baptist University. She has also contributed to the development of the financial planning programmes and has supervised several of research projects.

Bomikazi’s research interests are primarily in the field of socio-economic gerontology. Bomikazi has disseminated the results of her research in both journals and international conferences. Due to her research interest in the aging population and their retirement planning initiatives, Bomikazi has been invited to act as a reviewer for several international conferences and journals. Bomikazi applies positivistic and phenomenological paradigms in expanding her research contribution in socio-economic gerontology and welcomes opportunities for research collaborations and research supervision.


  • Zeka, B. 2022. Gendered poverty perceptions: How do retired women fare? Risks, 10(2): 29, 
  • Zeka, B. 2020. Retirement funding adequacy in black South African Townships. African Journal of Economic and Management Studies, 11(4): 573-585,
  • Zeka, B., Rootman, C. & Krüger, J. 2020. Retirement funding adequacy in South Africa: The influence of provisions, attitudes and intentions. Journal of Economic and Financial Sciences, 13(1), a486,


  • 2016 – The Banking Sector Education and Training Authority (BANKSETA – South Africa) (A$10 000).
  • 2017 – The South African National Research Foundation PhD Funding Instrument (NRF – South Africa) (A$15 600).
  • 2017 – The South African National Research Foundation Research Sabbatical Grant (A$8 500).


Area of Supervision:

  • Retirement planning
  • Personal financial planning
  • Financial education and literacy


Book chapters in progress:

  • Retirement policy and savings behaviour

Research papers in progress:

  • Zeka, B. & Veri, F. The necessary and sufficient conditions for retirement funding adequacy: A fuzzy set analysis of South Africa.


Association membership:

  • Financial Planning Institute of South Africa
  • Financial Planning Association of Australia

Journal article reviewer:

  • Ageing and Society
  • Australasian Accounting, Business and Finance Journal
  • Humanities, Arts and Social Sciences Studies 
  • Journal of Applied Gerontology

Conference reviewer:

  • European Academy of Management
  • International Business Conference
  • Southern Africa Institute for Management Scientists

Journalistic contribution:

  • The Conversation

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 8 - Decent Work and Economic Growth
  • SDG 9 - Industry, Innovation, and Infrastructure

Education/Academic qualification

PhD, PhD (Commerce), Nelson Mandela University

Award Date: 14 Dec 2017

Master, MCom (Business Management), Nelson Mandela Metropolitan University

Award Date: 14 Apr 2013

Bachelor, BCom (Financial Planning), Nelson Mandela Metropolitan University

Award Date: 14 Apr 2011


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