Scott McAlees
Financial Adviser - Perth
Scott McAlees is a Financial Planner in the Financial Services division in the Perth office.
He specialises in superannuation, retirement planning, wealth accumulation, and generational wealth transfer, helping clients create practical strategies to achieve their long-term financial goals.
He works with government employees, pre-retirees, high net worth individuals and regional business owners to help them build, manage and preserve their wealth over the long term. Scott specialises in superannuation, retirement planning, wealth accumulation and intergenerational wealth transfer, developing practical strategies that align with each client's goals and stage of life. He enjoys helping clients turn long-term aspirations into achievable plans, giving them greater confidence in the decisions they make today and the financial future they are working towards.
"Financial planning is about giving people clarity and confidence. I enjoy helping clients understand their options and building strategies that support the life they want to live, both now and into retirement."
Scott worked with a client in their 40s who had a clear ambition to retire earlier than the traditional retirement age. Together, they developed a long-term financial strategy focused on growing wealth, making effective use of superannuation and establishing realistic milestones that would support the client's retirement objectives.
The engagement gave the client a structured roadmap rather than a distant aspiration. By breaking long-term goals into achievable steps and regularly reviewing progress, Scott helped provide greater confidence that the client's financial decisions were supporting the lifestyle they wanted to achieve.
Outside of work, Scott enjoys embracing a bit of adventure. Whether it's dressing up for a fancy dress party or seeking out an adventure activity while on holiday, he's always keen to try something new—and he's encouraging his children to develop the same adventurous spirit.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Scott provides financial advisory services to several locations, including:
Perth, Corrigin, Karratha, Northam, Perth and Rockingham.
SOLUTIONS SCOTT PROVIDES
- Retirement planning
- Superannuation advice
- Wealth accumulation strategies
- Intergenerational wealth transfer
- Pre-retirement planning
- Long-term financial planning
- Investment strategy guidance
- Goal-based financial advice
Professional associations
- Member, Financial Advice Association Australia (FAAA)
QUALIFICATIONS
- Bachelor of Business Finance and Accounting - Edith Cowan University
- Advanced Diploma in Financial Services (ADFS) - Brightwood College
- Certified Financial Planner (CFP)