TFS Professional Development Day - Sydney

The upcoming TFS Professional Development Days in July/August will offer a diverse range of topics which align to the new FASEA Competency areas as well as helping everyone to get ‘Exam Ready’.
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Wed, Jul. 24, 2019

The upcoming TFS Professional Development Days in July/August will offer a diverse range of topics which align to the new FASEA Competency areas as well as helping everyone to get ‘Exam Ready’. 

 

TFS is serious about supporting its Advisers in meeting their ongoing education requirements and have lined up some of the Financial Services Industry’s leading and most respected subject matter experts for the upcoming Professional Development Days.  There will be 5.5 FASEA approved points available on the day. 

 

Ben Marshan

Head of Policy and Government Relations, Financial Planning

FPA

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Ben has a further 10 years experience working with the FPA on member committees and working groups, and spent nine years at State Super Financial Services (now StatePlus) as a financial planner and senior manager.  

 

Julie Berry

Board Member, CFP Financial Adviser

Tax Practitioners Board

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Julie Berry is a registered tax (Financial) Adviser and a Certified Financial Planner having practised for more than 29 years. Previously she served as both the Chair and Board Member of the FPA and as the chair and board member of the Institute of Financial Advisers in New Zealand.   

Julie is also a life member of the FPA and a recipient of the FPA Distinguished Service Award.  

She is the chair of 360 Financial Advantage and a member Firm of Countplus.

 

Bryan Ashenden

Head of Financial Literacy & Advocacy

BT Financial Group

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Bryan leads a team of professionals committed to supporting the adviser community with technical, regulatory, policy and research support. He brings to the role many years experience, the last 16 spent with BT Financial Group. With qualifications in Law, Commerce and Financial Planning, and being a SMSF Association Specialist Advisor, Bryan is a frequent industry presenter, facilitator and commentator.

 

Veronica Klaus

Head of Investment Consulting

Lonsec

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Veronica as Head of the Consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as asset allocation decisions. 

 

Chris Kirby

Risk Insurance Technical Specialist

Metlife

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Prior to joining Metlife in August 2018, Chris was Head of Technical Strategies at AMP for 13 years where he was responsible for the delivery of product, strategy and advice training for the AMPFP and IFA network.  Chris has over 30 years experience in insurance covering product, underwriting, claims, sales and advice.

 

Sean Graham

Managing Director and Founder

Assured Support

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Sean Graham is the architect for the OpenAFSL compliance platform.  In addition to his consulting and policy roles with Suncorp, BT, the Association of Superannuation Funds of Australia and Mills Oakley Lawyers, he has held senior executive roles with the Millennium3 Financial Services Group and subsidiary companies, Commonwealth Bank and Colonial First State. 

 

Michael Back

Financial Planner Business Coach

Human to Human

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"Nothing makes me happier than working with people and businesses to channel that energy into focus, direction and excitement for the opportunities at their fingertips, turning ideas into action so we can actively forge their future direction. Online and offline, the biggest buzz for me is seeing the businesses I work with create incredible experiences for their own customers / clients and team. I believe this is how businesses can make the world a better place."

Please contact the TFS Practice Development team on (02) 8297 1600 should you have any queries.

 

Please Register your attendance and lock in the date in your calendar!

Contact us for event password - info@tfsa.com.au