Director, CERTIFIED FINANCIAL PLANNER® & SMSF Specialist Advisor®
The Fun Stuff:
When I am not focused on being the head honcho at Money Mechanics I am a keen gym goer, 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 Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523. Scott is a Registered Tax Practitioner (Financial Services) Tax Agent Number 24653755.
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 has been awarded the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP) certification through the Financial Planning Association of Australia SMSF Specialist Advisor® (SSA) with the Self Managed Super Fund Association (SMSFA), 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 passionate about financial literacy and education and has been running courses at the Canberra Institute of Technology (CIT) and Laneway Learning Melbourne on Financial Planning and Money topics since 2007.
In 2010 completed his Certificate IV in Workplace Training and Assessment.