Troy Scott

Scott Wealth

Platinum
12 Yrs Experience
Fortitude Valley, QLD 4006
As someone who has a great pasison for what I do, I feel quality financial advice is imperiative for all Australians. Whether you are a young professional starting out or a seasoned veteran preparing for retirement, the value a great Adviser can offer can make all the difference to your financial world. My philosophy that cash flow and strategy are the most important aspect of financial planning and product is a small part of the solution ensures my clients are advised in their best interest.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Initial meeting complimentary. Statement of Advice fee is based on the time taken to construct the advice in conjunction with the value of the advice. Ongoing advice is a fixed $ fee, dependent on the level of service required for our clients

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 58
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Scott Wealth

57 Berwick St
Fortitude Valley, QLD 4006

Opening hours

  • 7:00am – 5:00pm Monday
  • 8:00am – 5:00pm Tuesday – Friday

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

4.95
58 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 58

Sort by

5.00

"Troy provides excellent, detailed and thorough service. We have felt supported every step of the way in our financial decisions. Highly recommend!"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We engaged Troy as our financial adviser based on a recommendation from some friends that had been his client for 1 year. We felt that Troy was easy to talk to and could relate to our current lifestyle and circumstances, and therefore could provide realistic advice for what we need now and in the medium term. He was very patient with us, when we went back with questions and comments, and made us feel confident and reassured about achieving our future goals and having financial security. He focussed advice on insurance, superannuation, investments and an investment property, to maximise our return opportunities."

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

"Troy gave me fantastic advice on how to secure my future through superannuation and investments. As a single woman, he was considerate of my needs to ensure that I am self sufficient during retirement. He was considerate of all of my insurance needs to ensure that they I was getting the best deals available. I am so very thankful of his advice, his professionalism and the way that he was able to explain everything in a way that was easy to understand. I am confident in my investments and feel that this has only been possible through the advice that Troy gave me."

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

"Troy was fantastic to work with and made sure his advice was relevant and easy to understand. Our circumstances had been changing during the course of our advice with Troy and he was great at accounting for and delivering advice and strategies that were always relevant to our short and long term goals. Troy is professional, knowledgeable and approachable! Highly valued advice and support."

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

"'Troy has given me advice in areas including Insurances, Superannuation, Investments & Shares, Tax Strategies, Small business advice plus many more. I found Troy to be very clear and would make sure that I fully understood the advice he was giving. Troy always makes himself available whenever I have a question and this is extremely comforting knowing I have his support when needed. I have already recommended Troy to friends and family and will continue to do so'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I met Troy last year and started working on assessing my funds and opportunity to invest some of my savings. Troy was extreamly patient with me, taking time to explain different options and clarifying my concerns. Through Troy's knowledge and ability to guide me through the process, I feel confident in my future now. Thanks for being for me and coming with new ideas and solutions."

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

"Troy continues to be an invaluable part of our investment strategy and retirement planning. Troy's team provides great value in all their advice and implementation is always effective. Troy is highly recommended!"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Troy helped my wife and I focus on what is most important for us in the near, mid and long term, then utilising his insights, provided a roadmap to help us reach these goals with the flexibility for us to handle the unexpected when it comes our way. Troy's review was very thorough, covering: insurances, superannuation, small business advice, asset allocation, mortgages and much more. Troy is always quick to respond to any emails and calls and will politely challenge any of our wayward ideas - which is a great asset to have in any advisor. Would recommend Scott Wealth to anyone."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Troy and his team listened to my situation before clearly explaining my options and the different avenues I can use to invest in. Troy’s knowledge of investing and the guidance he provided made me feel extremely comfortable to proceed with this next step in my life. I highly recommend meeting with Troy so that he can help you out just as he has done so for me."

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

"As someone fairly new to the area of investing, I was nervous to meet with a financial advisor and worried my questions or understanding of concepts would be too basic. Troy immediately made me feel so comfortable and able to ask whatever I needed to. He explained things really well and gave clear, practical advice with confidence. I left our first meeting with a huge weight off my shoulders, feeling I was so much better prepared to take my next financial steps."

  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 58

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

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

Qualifications & Training

Principles of Margin Lending

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2018

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Southern Cross University (SCU)
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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