about scott malcolm
Director, Financial Strategist & SMSF Specialist Advisor
The Fun Stuff:
Canberra born and bred I enjoy the fun elements that our fine city has to offer. When I am not focused on being the head honcho at Money Mechanics I am a keen gym goer, cyclist, swimmer, basketball player and volunteer (sitting on a couple of community not for profit boards and getting involved with other things when I can!).
I enjoy travel both within Australia and Overseas and have had the opportunity to share some fantastic experiences and meet some amazing people since catching the travel bug after university!
I am a true believer in ‘practicing what I preach‘ which includes investing in the property and share markets along with having my own family Self Managed Super Fund while also enjoying work-life balance! I believe everyone should try to spend time enjoying the best of career advancement and work life as well as their family life!
The Serious Stuff:
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 PATRON Financial Advice AFSL 307379.
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 interested in learning all he can about the Life Planning methodology and the psychology around people’s relationship with money.
Scott is a Self Managed Super Fund Specialist Advisor (SSA) with the Self Managed Super Fund Professionals Association of Australia (SPAA), a Premium Adviser of the Association of Independently Owned Financial Planners (AIOFP), which means our business has no conflicting ownership from a financial institution and he holds the Certified Financial Strategist (CFS) designation and is one of the few financial planners eligible to receive referrals from the Australian Securities Exchange (ASX).
Scott is currently completing the last unit of the internationally recognised Certified Financial Planner (CFP) designation through Deakin University.
Scott is passionate about financial literacy and education and has been lecturing at the Canberra Institute of Technology (CIT) on Financial Planning and Money topics since 2007 and in 2010 completed his Certificate IV in Workplace Training and Assessment with Wisdom Learning.
