Scott Pantlin

Financial Affairs Pty Ltd

Silver
6 Yrs Experience
Moorabbin, VIC 3189
Scott commenced in the financial planning industry in 2010. Over that time he has moved through the ranks in client service management, paraplanner, associate adviser and now financial adviser. For 3 years now, Scott has been providing financial coaching, mentoring and advice across different client demographics. Scott holds the clients' values and goals in high regard and strives to achieve an enduring and long lasting relationship. His objective is to work with a number of clients and to provide a financial service to help those clients enhance their quality of life by providing clarity on their situation and liberating their lifestyle. Scott's job is to ensure that you are taking care of the future whilst also enjoying the here and now. This includes being agile to help ensure the greatest probability that the plan unfolds well.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 8
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Financial Planning, Finance and Commercial Law)
  • Language spoken
    • English

Financial Affairs Pty Ltd

445 Warrigal Rd
Moorabbin, VIC 3189

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Affairs Pty Ltd

AFSL 222154

4.95
8 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Great professional service and advice from Scott."

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

"Scott is an outstanding professional who provided my wife and I specific information and advice around what our specific requirements. Scott took the time to fully understand our respective risk appetite and what our long term goals are, and tailored a plan that is enabling us to fully achieve all of our financial goals. On a personal level, Scott is terrific to deal with and both my wife and I established an outstanding rapport with Scott. I cannot speak highly enough of the work Scott has undertaken with my wife and I over a number of years. His advice was always highly regarded, respected and valued by my wife and I."

  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Scott to be very knowledgeable, helpful and attentive. He listened to our needs and helped formulate a strategy, plan and direction for my family and I to follow in order to achieve our financial goals. Not only is Scott a great financial advisor he is down to earth, approachable and most importantly a great person. I would highly recommend Scott to anyone seeking financial advice."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has given my husband and I advice on our Superannuation, Budget, Centrelink obligations and monthly payments from our Super accounts. Scott has always explained everything very clearly to us, and through his knowledge and experience we were more than happy to accept his advice. We are very happy with how his suggestions are performing for us. Scott always gave us his full care and attention whenever we required it - often answering emails, queries etc in what I what i would expect to be after hours."

  • Government Assistance
  • Superannuation
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott is the most professional financial advisor I have ever had the pleasure to work with. His level of care and patience was outstanding and he got me much more engaged in my financial future and getting the right plans in place for our family. I would not only recommend Scott to anyone but I would likely consider a move should he leave his current company."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Scott is a clear communicator. I appreciate his straightforward approach. An excellent sounding board on a very personal subject. I found with his guidance, I now have a solid plan for my future. I feel in control of my financial future."

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

"Prior to meeting with Scott I was very concerned with how I would be able to have a stress free retirement. Scott gave me holistic advice and a clear plan of how to grow my assets, reduce my debt, have the right insurance to meet my needs. I am now very confident that I will be financially comfortable when I retire and enjoy those years. In the meantime anytime I need advice Scott is always available and assists with sound advice. I was recommended to Scott via family who were very happy with his advice and are now financial secure in their retirement."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott's ability to articulate our financial position and to chart a path forward to financial independence has been outstanding. We are extremely confident that our financial future under his guidance will be assured."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Bachelor of Commerce (Financial Planning, Finance and Commercial Law)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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