Scott harvey

Scott Harvey

Principal, Wealth

About Scott

Scott grew up in Perth and started his career in accounting with Western Mining Corporation before moving into public practice and completing his Chartered Accountant studies.

After spending 8 years in public practice Scott had the desire to work more closely with clients and decided to move into financial services and has since been providing financial advice to professionals, successful families, SME’s and retired individuals for the last 13 years.

As both a Chartered Accountant and a seasoned financial adviser, Scott brings to the table a profound depth of knowledge and an unparalleled eye for detail. His unique combination of skills allows him to offer holistic solutions that address not only the immediate financial concerns but also the broader strategic goals of his clients.

Scott’s satisfaction stems from building lasting professional relationships and aiding individuals in making well-informed financial decisions. His client-centric approach is the cornerstone of his success, reflecting a genuine commitment to understanding the unique needs and aspirations of those he serves.

Areas of expertise

Qualifications

  • Personalised financial strategies
  • Cashflow management
  • Superannuation
  • Personal insurances
  • Estate planning and investments
  • Bachelor’s degree – Accounting and Business Law (Curtin University)
  • Graduate diploma – Chartered Accounting (Curtin University)
  • Graduate diploma – Finance (Kaplan Australia)
  • SMSF specialist advisor – SMSF Association
Your Local Team

“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