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. Since 2017, 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.
Great professional service and advice from Scott.
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.
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.
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.
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.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce (Financial Planning, Finance and Commercial Law)
Gild Wealth445 Warrigal Rd
Moorabbin, VIC 3189
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call