Scott Tang

All Stages Financial Planning Pty Ltd

Silver
21 Yrs Experience
Churchlands, WA 6018
Scott has 20 years in financial planning and has experience in dealing with simple to complex areas in Investment advice, Superannuation, Self Managed Super funds,Insurance and Debt Management. Scott has completed his Advanced Dipolma of Financial Planning and completed FASEA Exam.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

All Stages Financial Planning Pty Ltd

5 Flynn St
Churchlands, WA 6018

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Scott has been providing me with advice in areas of life/income protection insurance and general financial advice for many years now. I have always found him to be both the consummate professional with a refreshing ability to offer personal service that keeps me coming back year after year..."

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

"Scott was excellent at ensuring my trauma claim was finalised and continued to follow up on my progress"

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

"I was referred to Scott via a friend and he has given me excellent help and advice that has taken into account my individual situation and needs. I would have no hesitation in refering friends and family to Scott."

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

"Scott Tang is amazing! We have been a client of his for the past 16years for our Superannuation and insurance needs. Scott is very professional, has great customer service, he knows his stuff. Scott is always quick to respond, answers any questions we have and is prompt in making our requests a reality. Scott always approachable, nothing is too big or too small, he actually listens and takes our suggestions onboard. He really goes above and beyond for his clients. Highly recommend"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My opinion is Scott earned his craft by putting in the time and care to get to know his clients and their needs well. I myself am a client of 3 years and have observed that he pays significant regard to compliance with high integrity. I sought financial assurance that my children's future will be safe and protected, and he delivers this. His advice is genuine and is given in a timely manner. He's a crack up by nature, but treats your future with the respect it deserves. Lastly, he answers his phone, so you know you he's available when you need him."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has been an enormous help during the Coronavirus. He has aided me in Superannuation advice that has meant that my Superannuation has not been hit as hard as it could have been. He has also offered help in the areas of Wills and some advice on what to do with my property. Scott has always been clear and patient when explaining everything. I feel very confident with the advice and service that he has given me. He is always approachable and has always got back to me if he wanted to check something out. I would have no hesitation in recommending Scott to anyone wanting to get financial advice."

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

"From the first initial meeting Scott took the time to listen to our concerns in regards to retirement & helped us in every way to sort out a financial plan that suited our needs, from start to finish he explained every detail and helped us understand this somewhat confusing process leaving us feeling very secure about our future. Scott certainly goes the extra mile to make sure his clients are happy."

  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has helped me for 8 years by consolidating my superannuation and taking out insurances that have gotten me through a difficult period after being injured at work. I would recommend him to anyone needing some friendly advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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