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AFA FASEA Exam Intensive

October 29 @ 9:00 am - 12:30 pm

Free

With limited sittings of the FASEA exam remaining, it’s now more important than ever for you to focus on your preparation as a matter of priority before you run out of time. You are invited to attend a tailored session to discuss how best to approach the questions in the FASEA exam. The session will be led by David Glen (National Technical Manager) and Scott Hoger (National Technical Manager) from TAL. Steve Coyle (Zurich) will also share his recent first-hand experience, having passed the March exam and providing his study tips to advisers.

Meet our guest speakers 

 

David Glen
National Technical Manager at TAL

David’s responsible for providing advice on the tax treatment of TAL products. He also leads the development and delivery of technical content for advisers. With over 20 years’ experience providing tax and strategic advice to the financial services industry in Australia and Asia, David is well equipped to work closely with advisers to formulate effective client solutions. David’s worked as a tax partner at a large accounting firm and more recently was tax counsel for several insurance companies. David is a qualified solicitor, Chartered Accountant and holds a post-graduate diploma in taxation law.

 

Scott Hoger
National Technical Manager at TAL

Scott joined TAL in 2013 and has over 15 years' experience in financial services. At TAL, Scott's responsible for providing strategic advice solutions to advisers and licensees. Scott has a strong technical knowledge base, having worked as a financial adviser and business development manager in a number of large banking institutions and insurance companies. He's also run his own financial planning business, specialising in personal and business insurance.

 

Steve Coyle
Business Development Manager at Zurich Life Risk

Experienced Business Development Manager and Licensee Manager with strong leadership and people skills with a demonstrated history of outperformance. Skilled in Investment Strategies, Retirement Planning, Investment Advisory, Financial Advisory, and Insurance. Has been recognised via leadership programs and participation in high level working groups throughout his career.

 

AFA Members – how to register for this event

To register for an AFA event you must log in as a Member to ensure you are receiving the Member rate for this event.

If you’re not a member, please use the guest registration.  

  • Login as a Member or Guest
  • Click on ‘Buy Now
  • Click on ‘Get tickets’
  • Proceed to Checkout

If you have any questions, please contact the events team events@afa.asn.au

 

Details

Date:
October 29
Time:
9:00 am - 12:30 pm
Cost:
Free
Event Categories:
,

Tickets

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AFA FASEA Exam Intensive - Income CoPCom - WA - CoP
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