CEO & Principal Adviser
Professional
Scott has over 15 years of experience providing advice and wealth strategies to a diverse range of individuals, families and business clients. He enjoys 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!”
As the new owner and CEO of Ellerfield Financial Planning it has been wonderfully refreshing to see the existing team of dedicated professionals continuing to deliver quality advice and support to all of our deserving clients. The way in which the Ellerfield team and our clients have welcomed me onboard has been delightful and continues to be personally uplifting.
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.)
