Scott Everingham

Finplan Pty Ltd

Platinum

24 Yrs Experience

Varsity Lakes, QLD 4227

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Based on the Gold Coast, Scott Everingham and Finplan’s team of qualified financial planners understand the intricacies of investment, taxation and ever-changing rules and regulations. We understand financial planning and how to make a positive difference to our clients financial future.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Aged Care
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

We charge based on the nature and extent of the services delivered, providing an estimated cost before commencing any work with our clients.

5.00 October 2021

We have been working with Scott for over 6 years and it is clear his advice has been both sound and complete. He has listened to our requirements and we have an open and frank discussion about what our goals are. If you have a fair bit invested in your super then Scott is very capable of helping you reaching your goals.

5.00 May 2018

Very happy

5.00 December 2017

we engaged Scott as our financial planner back in 2009 and Scott has always done a great job in providing us with easy to understand and timely advice that suits our needs.

5.00 April 2017

Scott has been my planner for several years and all aspects of his advice and service have been exceptional , amazing attention to detail and communication skills have resulted in excellent results i am totally satisfied with all aspects of our client planner relationship

5.00 November 2015

Scott is without doubt, the most effective professional I have ever dealt with. His knowledge of products and their application is spot on. His understanding of markets and risk is exceptional. I would have no hesitation recommending Scott to anyone seeking help managing their financial affairs.

Adviser status Platinum
Rating 5.00
Number of reviews 7
First year providing advice 2000
Years of experience 24
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English

Finplan Pty Ltd

Suite 2, Level 2, 21 Lake Street
Varsity Lakes, QLD 4227

9:00am – 5:00pm Monday – Friday

Havana Financial Services Pty Ltd

AFSL 500435

Scott Everingham

Finplan Pty Ltd

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Finplan Pty Ltd

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Havana Financial Services Pty Ltd