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.
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.
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.
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.
I find Scott trustworthy, competent and reliable. His attention to detail and his capacity to engage in the Adviser/ Client relationship is exemplary.
Wilsons Advisory and Stockbroking LtdGovernor Macquarie Tower, Level 32, 1 Farrer Place
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Applied Finance
Wilsons Advisory And Stockbroking Ltd