Scott McCaig profile photo

Scott McCaig

Personal Wealth Solutions

Silver
22 Yrs Experience
Gladstone Central, QLD 4680

I have worked in the financial services industry since 1990. I joined RI Advice Group in January 2005 and commenced as a financial adviser in July 2005.

Prior to joining RI Advice Group I held various senior management positions in the financial services industry. In 2000 I made the transition into Financial Planning, specialising in Retirement Planning and Investment Advice.

The credentials I hold are a Diploma of Financial Planning, Diploma of Financial Services (Financial Planning) including an Advanced Diploma of Financial Services (Financial Planning). I am an Associate member of the Financial Planning Association of Australia (FPA).

With these qualifications and extensive experience, I am well qualified to help clients to achieve their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Personal Wealth Solutions

Level 1, 72 Goondoon St
Gladstone Central, QLD 4680

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

RetireInvest

AFSL 238429