Scott Plunkett

Sovereign Financial Group Pty Ltd

Gold
22 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Sovereign Financial Group Pty Ltd

Suite 1, Level 6, 470 Collins Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.50
  • Number of reviews 23
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Sovereign Financial Group Pty Ltd

AFSL 383416

4.50
23 Reviews
5
4
3
2
1
4.45
Clear communication
4.30
Knowledge & expertise
4.75
Customer care
4.50
Likely to recommend
Showing reviews 1—10 of 23

Sort by

4.25

"Scott is very thorough with explaining strategies and reasons to help me understand the investments made"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Very happy with the review process. It was comprehensive and all my questions were able to be answered"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

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

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

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
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