Scott Duffy

SD Wealth Management

5.00
1 Review
Bronze
12 Yrs Experience
Avalon Beach, NSW 2107

I am passionate about helping people protect & secure their financial future. By delivering collaborative and tailored strategies and solutions, my clients have comfort and can spend their time on the important things in life

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

SD Wealth Management

28A Dress Cir Rd
Avalon Beach, NSW 2107

Opening hours

  • 10:00am – 9:00pm Saturday – Sunday
  • 10:00am – 9:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221