
Scott Harvey
Principal, Wealth
About Scott
Scott grew up in Perth and began his accounting career with Western Mining Corporation before moving into public practice, where he completed his Chartered Accountant qualifications. After eight years in practice, Scott sought a more direct and meaningful connection with clients and transitioned into financial services. For the past 13 years, he has provided financial advice to professionals, successful families, SMEs, and retired individuals.
As both a Chartered Accountant and an experienced financial adviser, Scott brings a rare depth of technical expertise paired with a strong strategic perspective. His dual background enables him to deliver holistic solutions that address immediate financial needs while supporting clients’ long-term goals.
Scott values building lasting professional relationships and takes pride in helping clients make confident and well‑informed financial decisions. His client‑focused approach is grounded in genuine care, attention to detail, and a commitment to understanding each client’s unique circumstances and aspirations.
Outside of work, Scott enjoys staying active and involved with his family, often balancing his time between professional commitments and taking his children to sporting activities. He is a keen cyclist who regularly rides early in the morning, and he has a strong passion for sailing, frequently spending time on or around the river in the afternoons. Looking ahead, Scott is also working towards competing in the Wing Foil Championships in December 2027.
Scott’s leadership philosophy is democratic, embracing a collaborative and inclusive approach that involves his team in key decision‑making. He promotes initiative, empowers others to contribute ideas, and avoids micromanagement, fostering a supportive and high-performing environment.
Areas of expertise
Qualifications
- Personalised financial strategies
- Personal finances for SME owners
- Cashflow management
- Superannuation
- Personal insurances
- Estate planning and investments
- Bachelor of Accounting and Business Law – Curtin University
- Graduate Diploma, Chartered Accounting – Institute of Chartered Accountants Australia
- Graduate Diploma, Finance – Kaplan Australia
- SMSF Specialist Adviser – SMSF Association
- Authorised Representative – Personal Financial Services
AFS Licence No. 234459
Explore Scott’s specialisations

“I’m dedicated to using my extensive experience to help clients make informed financial decisions and achieve their personal and business goals.”
Contact
L4/3 Loftus Street,
West Leederville WA 6007
(08) 6315 2700
Monday to Friday
8:30 am – 5:00 pm




