Scott Plunkett
Sovereign Financial Group Pty Ltd
Recent reviews
Sovereign Financial Group Pty Ltd
Suite 1, Level 6, 470 Collins StreetMelbourne, VIC 3000
Opening hours
- 9:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 23
- First year providing advice 2000
- Years of experience 22
-
Highest qualification
- Advanced Diploma of Financial Planning
-
Language spoken
- English
Expertise
Licensed by
Sovereign Financial Group Pty Ltd
AFSL 383416
Sort by
Rick, 56 - 65 years, Bakewell, NT
"Scott is very thorough with explaining strategies and reasons to help me understand the investments made"
- Superannuation
Colin, 65+ years, Sandhurst, VIC
"Very happy with the review process. It was comprehensive and all my questions were able to be answered"
- Retirement & Pension
Clarrie, 65+ years, Frankston, VIC
"I am very satisfied with the service and advice which I receive from Scott. I trust his judgment and advice in managing my finances."
- Retirement & Pension
- Aged Care
- Cashflow & Income
Fran, 65+ years, Curlewis, VIC
"We have not met Scott face to face .That seems to be no disadvantage as he is easy to liste n to and has a good grasp of our needs. We have always felt confident with his sincere approach and his availability . Thanks Scott, regards Fran & Bruce."
- Superannuation
- Retirement & Pension
- Cashflow & Income
Cora, 65+ years, Sussex Inlet, NSW
"Scott has always answered my calls & enquires promptly , provided financial statements & explained any queries with my retirement fund, updating me on changes to be made & explaining returns on my investments. Being an older lady, with not a great knowledge in investment I have confidence in Scott to provide sound, honest advice."
- Retirement & Pension
- Cashflow & Income
- Borrowing
Isobel, 65+ years, Heidelberg, VIC
"Thank you to Scott for reviewing my financial situation and reassuring me of the suitability of the current set-up. His explanations of procedures and teminologies clarified my understanding and reassured me to continue with my financial arrangements as it stands."
- Cashflow & Income
- Complex Investments
- Growing Assets
Joe, < 35 years, Doncaster East, VIC
"Scott is very easy to approach and he is always willing to help with his vast array of knowledge. I've always had pleasant dealings with Scott as he was always punctual, clear and precise with his explanations as well as follows though with what he says he will do."
- Insurance Protection
Peter, 46 - 55 years, Endeavour Hills, VIC
"I was in a quandary regarding two superannuation accounts. I wanted to consolidate into one, but did not want to make the wrong choice. Scott called and was able to assist setting me up on the correct superannuation path which I was grateful for. So far my super account is not as erratic as it was and I am confident we will continue to monitor it and adjust fees when necessary."
- Superannuation
Anthony, 35 - 45 years, Surrey Hills, VIC
"Through Scott's knowledge and experience, I feel very confident that the advice given was right for my needs."
- Superannuation
- Insurance Protection
- Cashflow & Income
- Growing Assets
Margie, 46 - 55 years, Surrey Hills, VIC
"'Scott has given me advice in areas including loan products, self managed super funds and managing debt. Scott was able to explain things to me in a clear way. Through Scott's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Scott's full care and attention when I needed it.'"
- Superannuation
- Growing Assets
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Aged Care
- Cashflow & Income
- Complex Investments
- Borrowing
- Growing Assets
- Wills & Estates
- Budgeting
Qualifications & Training
Advanced Diploma of Financial Planning
- Level
- 6 - Advanced Diploma, Associate Degree
- Institution
- International Institute of Technology (IIT)
- Completed
- 2015
Certificate IV in Finance and Mortgage Broking
- Level
- 4 - Certificate IV
- Institution
- Kaplan Professional
- Completed
- 2016
Tax Agents Services Act (TASA) 2009 and the TPB Code of Professional Conduct
- Level
- 0 - Training / Exam / Other
- Institution
- Kaplan Professional
- Completed
- 2015
Professional Memberships
Financial Planning Association of Australia (FPA)
- Membership type
- AFP
- Opinion
- Services
- Comment
- Questions
- Details
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