ADFP (FP), GradDip FP
Partner & Executive Financial Adviser
Scott is a Partner and co-founder of Millennium Wealth and has worked in financial services for over 13 years. Most recently he was a partner at BT Financial Group(part of Westpac) providing financial advice and investment management within their affluent client segment.
Scott focuses on helping his clients make informed financial decisions and to plan effectively for their future. He takes pride in developing close relationships with his clients to better understand what’s important to them and to help them achieve their personal and financial goals. He also believes staying up to date on legislative changes, investment markets and tax issues allows him to keep his clients ahead of the curve in an ever changing landscape.
Scott is a member of the Financial Planning Association of Australia (FPA), the Tax Practitioners Board (TPB) and is currently studying a Graduate Diploma of Financial Planning.
Scott is married with two young boys, and is also a keen cyclist, golfer and snow skier. He is also a supporter of the Tour de Cure, participating in their events and fundraising activities.
Authorised Representative Number 106102
“Scott is well versed in my current financial position and future aspirations. His advice is easy to understand, and I trust his advice.”