Welcome to Money Mechanics. Thanks for stopping by to find out more about our business and our values based financial planning approach. We work in the areas of self managed superannuation, public sector superannuation, wealth creation, salary sacrifice, redundancy, estate and risk management planning.
Our values based approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. We are a fee for service business who do not receive ongoing or upfront commissions on investment products to provide a transparent service offering for our clients.
Scott has been in the financial services industry since 2000 and prior to starting Money Mechanics was senior financial planner for another national firm. Scott is an Authorised Representative (ASIC No. 262368) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523. Scott is a Registered Tax Practitioner (Financial Services) Tax Agent Number 24653755.
In 2005 he became the first Registered Life Planner (RLP) in Australia with The Kinder Institute of Life Planning, after completing the EVOKE training program in the United States and a 12 month mentorship program. In 2009 he completed training with The Money Coaching Institute and is enjoys learning all he can about the Life Planning methodology and the psychology around people’s relationship with money.
Scott has been awarded the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP) certification through the Financial Planning Association of Australia SMSF Specialist Advisor® (SSA) with the Self Managed Super Fund Association (SMSFA).
Scott is passionate about financial literacy and education and has been running courses at the Canberra Institute of Technology (CIT) and Laneway Learning Melbourne on Financial Planning and Money topics since 2007.
In 2010 completed his Certificate IV in Workplace Training and Assessment.
Scott sits on not for profit community boards and is a true believer in a ‘practicing what I preach‘ mentality. As a result, Scott has investments in the property and share markets along with having his own family Self Managed Super Fund while also enjoying work-life balance. He believes everyone should try to spend time enjoying the best of career advancement and work life as well as their family life.
We offer clients an exploration coffee and chat if you would like to discuss your requirements. No advice is providing during this session. We work with clients for one off coaching and advice work as well as ongoing advice with fixed fee retainer agreements.
Scott has been very generous with his time. He has carefully and sensitively listened to our financial and life needs. He has a relaxed and down to earth approach leaving us with a real belief that we can achieve our financial goals as we target retirement in the next 10 years. Highly recommended.
A thoroughly nice bloke.
I saw Scott for a money coaching session to get some information regarding my superannuation and salary packaging. He was extremely knowledgeable, explained everything clearly, and made sure I understood. He didn't push me in any direction or towards any products or further consults. He also followed up with an excellent range of resources, and offered to answer any follow up questions. This was the first time I have ever sought financial advice and Scott helped me to feel very comfortable. Highly recommend.
Scott always provides excellent financial advice and we feel very comfortable using all his recommendations for investments etc.
My partner and I engaged Scott to help get our finances in order and create a plan for wealth creation and eventual retirement. He more than delivered. Very easy to talk to, patient, clear, keen to understand our needs, values and goals - he helped turn what used to be a cause of anxiety into something empowering and hopeful. And, because he took a step by step approach at just the right pace, I learnt so much on the way. I would highly recommend him.
- Adviser status Platinum
- Number of reviews 83
- First year providing advice 2001
- Years of experience 21
- Certified Financial Planner (CFP)
Money MechanicsLevel 9, Nishi Building, 2 Phillip Law St
Canberra, ACT 2601
- 8:30am – 5:30pm Monday – Thursday
- In person
- Video call
Infocus Securities Australia Pty Ltd