Scott is an Associate Financial Planner 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.
An important and enjoyable part of the role for Scott is growing relationships with his clients built on trust and professionalism.
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 individuals risk using a range of insurances.
- Educational and consultative support.
Associations
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Financial Planning Association of Australia (FPA)
Qualifications
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Bachelor of Business Finance and Accounting
(Edith Cowan University) -
Advanced Diploma in Financial Services (ADFS)