Scott Everingham
Finplan Pty Ltd
Based on the Gold Coast, Scott Everingham and Finplan’s team of qualified financial planners understand the intricacies of investment, taxation and ever-changing rules and regulations. We understand financial planning and how to make a positive difference to our client's financial future.
I have worked in the financial services industry and been authorised to proivide financial services since 2000.
Qualifications:
2003 – Diploma of Financial Planning
2009 – ASX Acccredited List Products Adviser (ALPA) Program
2010 – Margin Lending and Geared Investments
2013 – Self Managed Superannuation Funds
2019 – Ethics and Professionalism in Financial Advice
2022 – Graduate Diploma of Financial Planning
Designations:
2009 – Certified Financial Planner (CFP®)
2024 - Accredited Behavioural Finance ProfessionalSM (ABFP®)
2024 - Chartered Retirement Planning CounsellorSM (CRPC®)
Memberships:
The Financial Advice Association of Australia Limited (FAAA)
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe charge based on the nature and extent of the services delivered, providing an estimated cost before commencing any work with our clients.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 7
- First year providing advice 2000
- Years of experience 25
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Finplan Pty Ltd
Suite 2, Level 2, 21 Lake StreetVarsity Lakes, QLD 4227
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
Licensed by
Billingham Advisers Pty Ltd
AFSL 563261
Havana Financial Services Pty Ltd
AFSL 500435
