Paul Scaturchio

Roskow Independent Advisory Pty Ltd

Platinum
19 Yrs Experience
Surrey Hills, VIC 3127

Recent reviews

Roskow Independent Advisory Pty Ltd

Suite 4, 651 Canterbury Rd
Surrey Hills, VIC 3127

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 18
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Flat fee based on the complexity of work. No Commissions or third party payments. I only get paid from the client.

Licensed by

Roskow Independent Advisory Pty Ltd

AFSL 429377

4.80
18 Reviews
5
4
3
2
1
4.80
Clear communication
4.55
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"We approached Paul to gain advice on our finances in general and setting ourselves up to achieve our life goals. He analysed our entire financial position and gave us a framework of what we need to do if we were to achieve our goals. The information was always presented clearly and having not much financial literacy, this was much appreciated. Paul is trustworthy and as soon as we engaged his services we knew he was working for us with our best interests at the forefront. Since using Paul and Roskow’s services we are well on the way to achieving our goals with the purchase of our second property. During this process Paul was always contactable and happy to offer help and advice. We would highly recommend Paul."

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

"Paul has given me advice on income protection and life insurance. Paul's advice was informative and he was able to explain everything very clearly . Paul's knowledge and experience, has allowed me to make the right decisions for all my needs. Paul has been extremely attentive and professional at all times."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Paul has helped us with a retirement plan, setting up Centrelink payments, Superannuation funds and investment plan and everyday living expenses. Paul has always been willing and able to help us with any questions and situations with great efficiency, clear explanations and very prompt service. He has always made us feel our situation is important and that nothing is too much trouble and in a very pleasant but also professional manner."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul has always been helpful and informative. His advice re our super and annuities has been quite clear and helpful"

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Paul is very calm, clear and puts fears at ease. He is punctual and easy to talk to."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul gave me and husband advice and guidance on our super and insurances. Paul was always able to explain things to us in a clear manner and ensured we understood before moving on. Paul's knowledge and experience showed through in in explanations and the products he showed us. I feel very confident that the advice given was right for us and if I ever have any questions or concerns Paul is always available to give answer them."

  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Paul has given me advice on insurance options as well as general budget and debt management. He was able to explain things clearly so I could understand. He gave me his full attention and I feel confident that his advice was right for my needs."

  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul has provided me with advice and assistance in updating my superannuation to benefit me for my future in retirement. Paul was easy to talk to and was happy to suggest the best solution for reducing debt and why. Overall, given my situation Paul was very confident and provided the best care and advice at he time of consultation."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has provided me advice on being more effective on how I manage my tax, where I can leverage margin lending to go for aggressive growth gains and also how I can consolidate my debt so that my interest repayments are minimised. In addition, he supported me as I went through the process of establishing a will. Paul is detail orientated and clear when describing all of the opportunities to go for growth along with the risks associated. I have yet to be in a situation where I have not been clear about the advice Paul has provided. He is always available and understands my life goals before providing financial advice."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Paul has given me advice in superannuation and financial savings. He has given me issues to consider and will finalise my decision as soon as I am able."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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