Scott's qualifications
At work
Scott has worked in Financial Services since 2004, building almost two decades of experience in the UK before making the move to Australia in 2023. His passion for financial planning started early – after a visit to a careers adviser at the age of just 14, he knew he wanted a career in finance and investments.
As a Senior Financial Planner, Scott enjoys helping clients make informed financial decisions and achieve their long-term goals. While his interest in investments sparked his career, it’s the relationships he builds with clients and the opportunity to make a positive difference in their lives that he finds most rewarding. Having made the move from the UK to Australia himself, he understands first-hand the personal, financial and practical considerations that come with relocating overseas.
Scott is a Chartered Financial Planner and holds an MA in Global Financial Management and a BA (Hons) in Financial Services.
Outside of work, Scott is rarely standing still. A keen sports enthusiast, he enjoys football, triathlons, trail running and ultra-marathons. Music is another long-standing passion, having played bass guitar in bands for many years. Along the way, he has even performed as Paul McCartney in a Beatles tribute band and DJ’d for Eric Clapton.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.