Welcome to Money Mechanics. Thanks for stopping by to find out more about our business and our values based financial planning approach. We work in the areas of self managed superannuation, public sector superannuation, wealth creation, salary sacrifice, redundancy, estate and risk management planning.
Our values based approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. We are a fee for service business who do not receive ongoing or upfront commissions on investment products to provide a transparent service offering for our clients.
Scott has been in the financial services industry since 2000 and prior to starting Money Mechanics was senior financial planner for another national firm. Scott is an Authorised Representative (ASIC No. 262368) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523. Scott is a Registered Tax Practitioner (Financial Services) Tax Agent Number 24653755.
In 2005 he became the first Registered Life Planner (RLP) in Australia with The Kinder Institute of Life Planning, after completing the EVOKE training program in the United States and a 12 month mentorship program. In 2009 he completed training with The Money Coaching Institute and is enjoys learning all he can about the Life Planning methodology and the psychology around people’s relationship with money.
Scott has been awarded the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP) certification through the Financial Planning Association of Australia SMSF Specialist Advisor® (SSA) with the Self Managed Super Fund Association (SMSFA).
Scott is passionate about financial literacy and education and has been running courses at the Canberra Institute of Technology (CIT) and Laneway Learning Melbourne on Financial Planning and Money topics since 2007.
In 2010 completed his Certificate IV in Workplace Training and Assessment.
Scott sits on not for profit community boards and is a true believer in a ‘practicing what I preach‘ mentality. As a result, Scott has investments in the property and share markets along with having his own family Self Managed Super Fund while also enjoying work-life balance. He believes everyone should try to spend time enjoying the best of career advancement and work life as well as their family life.
We offer clients an exploration coffee and chat if you would like to discuss your requirements. No advice is providing during this session. We work with clients for one off coaching and advice work as well as ongoing advice with fixed fee retainer agreements.
Scott was very generous with his time with us. He took his time to dig deep to discover what we really wanted/needed from the process and took a very holistic approach, matching the advice given to our level of comfort.
Getting financial advice from Money Mechanics has given us the confidence to move forward with investments and future planning. Scott's demonstrated an excellent knowledge of many different areas of finance and he explained things clearly and with patience. Talking to Scott was like talking to a friend that has a lot more knowledge about finance than our actual friends.
Scott was open and really listened to my situation and my goals. He worked with me not only on how to best manage my money, but also how to best manage it to achieve my lifestyle goals and do the things I really want to do. I have no hesitation in recommending Scott to anyone looking for some holistic financial advice that focuses on more than just the dollars and cents.
Scott was amazing at explaining in simple words the budgeting process along with our future plans for retirement. He went out of his own way to understand what our own banking institution had on offer in order for us to benefit from it. We have highly recommended Scott to other friends. Scott is friendly, approachable, knowledgeable and uses simple vocabulary in order for his clients to understand the topics.
Scott was empathetic towards my personal circumstances which put me at ease to discuss my requirement for his financial advice. He listened sensitively, provided ample time for our discussion, and addressed several financial, and personal, options for my consideration. Our discussion was very helpful, and Scott conducted our meeting in a very personable manner.
Scott is highly sensitive to listening to the client's needs and circumstances. He presents as highly knowledgeable and has great communication skills which makes the client feel very comfortable in being able to discuss and plan around challenging decisions.
- Adviser status Platinum
- Number of reviews 89
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
Money MechanicsNishi Building, Level 9, 2 Phillip Law St
Canberra, ACT 2601
- 8:30am – 5:30pm Monday – Thursday
- In person
- Video call
Infocus Securities Australia Pty Ltd