Scott McAlees

Adviser - Perth

Scott is a Financial Adviser in the Perth office of RSM Financial Services Australia.

He has worked in financial planning since 2004 and after refining his technical skills as a paraplanner became a financial planner in 2016.

Working in the profession for over a decade Scott understands it is your personal goals that determine your financial goals. As such each client has a unique vision for their future with a unique set of circumstances and potential financial pitfalls to overcome.

With this in mind he works alongside his clients to provide sound strategies to achieve their goals and protect what they already have.

"I enjoy engaging with my clients and understanding what inspires them and what concerns them. I want to be able to solve their problems and allow them to do what they love."

Prior to joining RSM in 2011, Scott was sharpening his financial planning skills by working in a boutique financial planning firm.

When Scott is not assisting his clients in their financial matters, you can find him planning his next adrenaline-filled holiday, helping his daughters practice their dance routines, or cycling around Perth!

_{RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282}

SOLUTIONS SCOTT PROVIDES

Goals-based personal financial advice
Financial modelling
Maximising wealth in the lead-up to retirement
Mitigating individual's risk using a range of insurances
Educational and consultative support

ASSOCIATIONS

Financial Planning Association of Australia (FPA)

SIGNIFICANT PROJECTS

Working with members of the defence force and advising on their unique situations.
Working with a multitude of indigenous groups and assisting with their personal finances.