Scott Harvey profile photo

Scott Harvey

Insight Advisory Group

Gold
16 Yrs Experience
West Leederville, WA 6007

Scott grew up in Perth and started his career in accounting with Western Mining Corporation before moving into public practice and completing his CA studies.

After spending 8 years in public practice Scott had the desire to work more closely with clients and made the move into financial services and has been providing financial advice to professionals, successful families, SME’s and retired individuals for the last 13 years.

As a Chartered Accountant and Financial Adviser, Scott has a depth of knowledge and eye for detail that is second to none.

He enjoys building professional relationships and helping people to make well informed financial decisions. Scott joins us from an international investment bank and is now enjoying being back at a boutique practice with a strong focus on delivering the best possible personalised advice and expertise to clients.

Scott specialises in:

  • Personalised financial strategies
  • Cashflow management
  • Superannuation
  • Personal insurances
  • Estate planning and investments

His qualifications include Bachelor of Commerce (Accounting and Business Law), Graduate Diploma of Chartered Accounting, Graduate Diploma in Finance from Kaplan, and holds a SMSF Specialist Advisor designation from the SMSF Association.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Please refer to our FSG located here https://insightperth.com/wp-content/uploads/2020/11/Insight-Wealth-Financial-Services-Guide-November-2020.pdf for more information on our fee structure.

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualifications
    • Graduate Diploma - Chartered Accountant Program
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Insight Advisory Group

Level 4, 3 Loftus St
West Leederville, WA 6007

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Personal Financial Services Limited

AFSL 234459