The Financial Planning Association of Australia The Financial Planning Association of Australia

Geelong Chapter Member Lunch

Geelong Member Lunch Monday 9 November 2015

At this event you will hear from guest speaker,
Richard Atkinson, Austock Life’s Head
of IFA Product and Relationships
, who will discuss Australia’s
most flexible ‘Tax Structure’ and how to use it for 
tax arbitrage, estate
planning, wealth creation, alternative income streams
and aged care. 

This will be an educational session where this most flexible
structure along with various client focused strategies will be discussed. 
Richard has over 25 years of experience in the financial services industry and
has been with Austock life for 10 of those years.  He believes
passionately, that this structure is frequently overlooked or dismissed by
planners who through no fault of their own, are not fully aware of the
simplicity and benefits it provides.  Changing superannuation laws have
recently brought some focus and awareness, but there is so much more to learn.
 Be amazed, by what you can do with the ‘Modern Insurance Bond’!

Members and Students:$15  Non-Members:$25
RSVP: Thursday 5 November 2015

IMPORTANT: To register click on the “Register Myself” button, select registration type (if applicable) and then click on “Proceed to Checkout” to ensure you have registered for this event

Chapter: VIC-Geelong
Venue: Berkley Lodge
Address: Geelong VIC 3219

Geelong Chapter Member Lunch Single Booking: Member = $15.00, Non-Member = $25.00

Contact: [email protected]