Scott specialises in personalised financial strategies, cashflow management, superannuation, personal insurances, estate planning and investments.
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 a Chartered Accountant and financial adviser, Scott has a depth of knowledge and eye for detail that is second to none.
He enjoys building professional relationships and helping people to make well informed financial decisions. Scott joins us from an international investment bank and is now enjoying being back at a boutique practice with a strong focus on delivering the best possible personalised advice and expertise to clients.
Scott specialises in:
- Personalised financial strategies
- Cashflow management
- Personal insurances
- Estate planning and investments
His qualifications include Bachelor of Commerce (Accounting and Business Law), Graduate Diploma of Chartered Accounting, Graduate Diploma in Finance from Kaplan, and holds a SMSF Specialist Advisor designation from the SMSF Association.
Personal Financial Strategies
Estate Planning and Investments
WEST LEEDERVILLE WA 6007
PO Box 1595
WEST PERTH WA 6872
+618 6315 2700