Jeffrey Scott is the Head of Product at ClearView Wealth Limited and has been in the financial services industry for 25 years. Jeffrey is a regular media commentator on the topics of insurance, taxation, superannuation and finance. He has conducted over 1,000 presentations across 11 countries, including the Million Dollar Round Table (2010, 2017). Jeffrey has lectured at the University of Technology, Sydney (in financial planning) and the University of New South Wales (ATAX) (in taxation). Jeffrey created the first terminal illness benefit for life insurance products in Australia, helped develop lump sum income protection benefits and introduced full replacement (100%) cover for loss of income. Jeffrey has the following qualifications: Certified Financial Planner, SMSF Specialist Adviser, Bachelor of Mathematics (U of Waterloo – Canada), Diploma of Financial Planning (Deakin/FPA), Master of Arts (UTS), Master of Education (UTS), Graduate Diploma in Advanced Taxation (UNSW), Master of Taxation Laws (UTS), and is currently completing his PhD in Taxation and Business Law (UNSW).
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Jeffrey Scott FTI
Life insurance, estate planning and succession planning - Feast or famine for the tax man?
- Presentation
04 Aug 2016
Insurance in the context of superannuation
- Paper
26 Mar 2014
Insurance in the context of superannuation
- Presentation
26 Mar 2014
Insurance in the context of superannuation
- Video
26 Mar 2014
Business succession planning - Taxation and funding of the business will
- Presentation
04 May 2011
Taxation & funding of the business will
- Paper
04 May 2011
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