Principal Adviser
Professional
Scott has over 20 years of experience providing advice and wealth strategies to a diverse range of individuals, families, and business clients. He enjoys it when a client is engaged and considers himself a bit of a ‘numbers nerd’ due to the genuine excitement he feels when compiling client strategies using our goal-focused planning methods.
“Honing in on the important things and setting a well-designed strategy in motion that gives someone comfort and confidence in achieving their very own goals at any life stage is. That’s my sweet spot!”
Personal
“I have a young, loving family and plenty of joy in my life. As with everyone, from time to time there are challenges. We work together, grow and often succeed. I hope to play a role planning for the success of people that offer me their time and engage in our process.”
Qualifications
Adv. Diploma of Fin Ser (FP)
Cert IV in Fin. & Mortgage Broking
FASEA approved – Completed and Passed
Kaplan Self-Managed Super Funds (SMSF)
J.P (C.D.)
