Scott Harvey

Scott specialises in personalised financial strategies, cashflow management,  superannuation, personal insurances, estate planning and investments.

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 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
  • Superannuation
  • 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.

Explore the specialities that Scott can assist you with or get in touch to discuss your needs in more detail.

Personal Financial Strategies

Cashflow Management

Personal Insurances

Estate Planning and Investments

Contact Scott

Contact Information
Level 4, 3 Loftus Street

PO Box 1595

+618 6315 2700