Scott commenced in the financial planning industry in 2010. Over that time he has moved through the ranks in client service management, paraplanner, associate adviser and now financial adviser. Since 2017, Scott has been providing financial coaching, mentoring and advice across different client demographics.
Scott holds the clients' values and goals in high regard and strives to achieve an enduring and long lasting relationship. His objective is to work with a number of clients and to provide a financial service to help those clients enhance their quality of life by providing clarity on their situation and liberating their lifestyle.
Scott's job is to ensure that you are taking care of the future whilst also enjoying the here and now. This includes being agile to help ensure the greatest probability that the plan unfolds well.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 8
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Bachelor of Commerce (Financial Planning, Finance and Commercial Law)
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Language spoken
- English
Gild Wealth
445 Warrigal RdMoorabbin, VIC 3189
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gild Wealth
AFSL 222154