Matt Scanlon profile photo
4.95
43 Reviews

Matt Scanlon

Sum Advice

Gold
26 Yrs Experience
Ascot, WA 6104

We are a practice that provides tailored advice solutions to everyday people without the St Georges Terrace price. Implementing advice that is time specific with the long term horizon in mind.

We believe in an investment strategy that is cost competitive, performance orientated and not governed by the investment platform we use. We are paid for our strategic advice, not product placement

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Initial consultation is at no cost. We only get paid when you choose to receive a Statement of Advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 43
  • First year providing advice 2000
  • Years of experience 26
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Sum Advice

Suite 7, 178 Great Eastern Hwy
Ascot, WA 6104

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Hillross Financial Services Limited

AFSL 232705