Australia

Our People

Biography

Transitioning from one life stage to the next can be a daunting task, but Toni Scott knows how to make it a seamless experience.

Her in-depth technical knowledge and eagle-eye for detail allows her clients not only to walk away with a great experience, but feeling empowered to make better financial decisions in the future.

"I enjoy helping clients transition to the next stage in their lives and ensuring they are set up for the future.”

Toni has specialised in self-managed super funds, limited resource borrowing arrangements, options trading, estate planning, and successions for over 15 years, and is a valuable member of the Wagga Wagga team.    

In her personal life, Toni loves to work-out her mind and body. You will often see her at the gym a few times a week, and Toni also enjoys a good jigsaw puzzle with her husband and kids.

Solutions Toni Providesbasic_illustrations-06-general_financial_services - Copy.png

  • Self-managed super funds (SMSF)
  • Limited resource borrowing arrangements (LRBA)
  • Options trading
  • Estate and succession planning

Significant projects

  • Toni has worked with numerous clients that have Limited Recourse Borrowing Arrangements (LRBAs) and options trading and has therefore have gained technical knowledge in these areas.

Associations

  • SMSF Association

Registrations

  • Justice of the Peace

Qualifications

  • Bachelor of Business (Finance)