Scott Redpath

Findex Advice Services Pty Ltd

Gold
15 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Findex Advice Services Pty Ltd

Level 23, 600 Bourke St
Melbourne, VIC 3000

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Financial Index Australia Pty Ltd

AFSL 240559

4.90
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Scott has provided professional advice for a number of years related to my managed super investments including the impact of my Commonwealth Superannuation on the transfer balance cap and the strategy for integrating my partner's superannuation investments including super splitting. Scott's advice has focused on the key issues and he explains the complex superannuation frameworks clearly and concisely with a view to having a straightforward action plan each year. Through Scott's knowledge and experience, I feel extremely confident that my retirement needs are being professionally planned with the investment risks managed within our agreed tolerances. I always receive the highest levels of attention and quality advice from Scott and I would highly recommend him to others."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Scott has been my adviser for many years and has always had my best interest as his first concern. His knowledge of all things financial is extensive. I would have no qualms recommending him as an adviser."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has always given me confidence in the strategies chosen and has treated me in a highly professional manner whilst taking a personal interest in all aspects of life. He is extremely competent and follows up on all issues raised at all times. I value his opinion and personable approach. He has always ensured that my requests were handled efficiently and in good time."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Graduate Certificate in Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2015

Diploma of Business (Banking and Finance)

Level
5 - Diploma
Institution
Holmesglen Institute (TAFE)
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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