Taking on the FASEA exam after considering retirement

Tony Machin has worked in the financial services industry for over 35 years and was considering retirement before he instead opted to take the FASEA exam and passed the first time.

Tony, who works with Equilibrium Financial Services, joined this week’s episode of the ifa Show to share his story with host Sarah Kendell and what inspired him to stay.

“It was important that I left the industry on my terms,” he said.

“I was determined to do the FASEA [exam] and I was confident that I could do it once.”


In this episode, Tony also shares his thoughts on the exam process and the current landscape of the advice sector.


Taking on the FASEA exam after considering retirement
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