CEO & Principal AdviserProfessional 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.)
Executive Services Manager & Senior AdviserProfessional David has over 35 years experience in the financial services industry. He joined the Commonwealth Bank of Australia in 1980 and progressed through to various management roles within the organisation. David was excited to bring that experience to Ellerfield Financial Planning when he joined the company in 2007. He currently holds the position of Head of Strategic Advice and is also the Group General Manager for Ellerfield.
“Gives me great pleasure to lead a team who is dedicated to the delivery of outstanding customer service along with cutting edge, strategic advice.”David is currently a Senior Fellow with the Financial Services Institute of Australasia and enjoys studying the financial markets especially in the areas of the share market and property investments. Personal David enjoys travelling and Motorsport. He has an active role within Speedway Sedans Australia. David also has involvement in fundraising projects for people diagnosed with late stage AIDS in the Northern Region of Thailand. Qualifications David currently holds a Diploma of Finance, an Advanced Diploma in Financial Planning and is currently a Senior Fellow with the Financial Services Institute of Australasia. He is also a member of the AFA.
Executive Services & Client Support ManagerProfessional Gayle’s career has encompassed 26.5 years with the Commonwealth Bank, including roles in Management, Lending, Administration, Human Resources & Compliance. Gayle always aims to provide her clients with the best possible outcomes, with a strong focus on delivering outstanding client service. Having lived and worked on the Sunshine Coast all her life, Gayle has developed a strong, established relationship with her clients. Gayle’s exceptional organizational skills, assist in efficient office and staff management.
““In 2007 I joined the Ellerfield team as they also share in the same values of providing quality client service. I look forward to building new relationships and providing my clients with exceptional service at all times” says Gayle.“Personal Socially, I enjoy entertaining with family and friends, reading, and am a shop-a-holic much to my husband’s disgust! “Blessed with my first grandchild in Sept 2020, I now spend time travelling between my children’s homes in Brisbane and Country Queensland to share quality time together.” Qualifications Cert IV in Financial Services