Scott Relf

Countplus One

Gold
7 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Countplus One

Level 4, 65 Walker St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 10
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Count Financial Limited

AFSL 227232

4.80
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"We’ve tried a number of financial planners - most of which were more interested in their own Insurance commissions our needs. Scott is the first planner we’ve found that genuinely understood our situation and provided a clear roadmap that balanced cashflow, tax & fee minimisation, growth opportunities and realistic levels of protection. We’ve finally found a planner that is on our side! We are big fans and have recommended him to many friends and colleagues."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Working with Scott has been a great experience. His advice on loan products, self-managed super funds, insurance, and our superannuations was very clear, knowledgable and understandable. I feel very confident that Scott's advice was exactly right for my needs especially with the amount of attention and care he gave which was always there when needed."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has consistently provided thorough and unbiased advice that is always suited to my best interests. Through Scott's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Scott's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has given me sound financial advice by explaining things to me in a clear way. Through Scott's knowledge, experience and honesty, i feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Scott trustworthy, competent and reliable. His attention to detail and his capacity to engage in the Adviser/ Client relationship is exemplary."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has always been attentive and diligent with his work. He ensures that I understand what is happening with my money as much as possible."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has always been attentive and proactive in advising on strategies and outcomes that will best benefit the portfolio financially and strategically. Scott is thorough and ensures you’re equipped with all the financial information that provides reassurance that the portfolio is being successfully managed so that all goals are met. We wouldn’t hesitate in recommending Scott to others, wishing to achieve their financial objectives."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Scott is the best adviser I have ever had in 40 years of investment advice. He is always available to provide advice and answer questions and is always prompt in getting back to me with answers or advice to more complex issues. His responses are totally ethical and reflect agreed investment strategies. He avoids 'seat of the pants' suggestions and all recommendations are carefully considered. As a conservative, income orientated investor, I am always comfortable with his advice and hope to continue the client/ adviser relationship indefinitely"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Scott has been a great help. He's an excellent communicator and is always available to answer any questions, however small!"

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Scott has given me advice on investment strategies, budgeting, superannuation , suitable share portfolio and taxation offsets. Scott was clear in his explanation and solutions outlining the positive and negatives regarding advice. I feel confident Scott has given me sound advice to ensure I will live a comfortable life achieving my goals during my retirement. I have also found Scott to be available when needed to discuss my concerns with the market and performance of my portfolio and discusses quiet openly possible solutions."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Finance and Marketing)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2000

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2009

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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