Scott Everingham

Finplan Pty Ltd

Gold
22 Yrs Experience
Varsity Lakes, QLD 4227
We aim to provide Financial Solutions for Life. email: scott@finplan.net.au Mb: 0421 706 968

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We 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

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Finplan Pty Ltd

Suite 2, Level 2, 21 Lake Street
Varsity Lakes, QLD 4227

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Libertas Financial Planning Pty Ltd

AFSL 429718

5.00
7 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"We have been working with Scott for over 6 years and it is clear his advice has been both sound and complete. He has listened to our requirements and we have an open and frank discussion about what our goals are. If you have a fair bit invested in your super then Scott is very capable of helping you reaching your goals."

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

"Very happy"

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

"we engaged Scott as our financial planner back in 2009 and Scott has always done a great job in providing us with easy to understand and timely advice that suits our needs."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has been my planner for several years and all aspects of his advice and service have been exceptional , amazing attention to detail and communication skills have resulted in excellent results i am totally satisfied with all aspects of our client planner relationship"

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

"Scott is without doubt, the most effective professional I have ever dealt with. His knowledge of products and their application is spot on. His understanding of markets and risk is exceptional. I would have no hesitation recommending Scott to anyone seeking help managing their financial affairs."

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

"Scott has done a wonderful job re-organising our investments and getting us where we need to be"

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

"Scott has acted for us for 8 years and we can confidently recommend him. Scott is always very open and honest with his advice, which is very important to us. Scott provides advice in a very professional manner. Scott always provides us advice that reflects our best interest."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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