Scott Harvey

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Authorised Representative: 000259416

Private Client Adviser

"I like to obtain a complete picture of a client's situation, objectives and risk profile with a view to providing holistic advice on appropriate structures and investments for long term wealth creation."

Scott has been working in the financial and securities industry since 1986 and has a Bachelor of Commerce degree from the University of Tasmania. Scott has held positions as a Senior Accountant with Deloitte, Executive Director with the Australian Stock Exchange in Adelaide and Hobart and as a Senior Investment adviser with JB Were before joing Morgans in 2002.

Services and specialities

  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Scott's investment approach is fundamentally based. This style recognises that in any investment or asset class there can be a valuation range from being undervalued to overvalued. Through this proactive portfolio management Scott aims to capture this range when establishing and managing investment portfolios. Scott adheres to well developed principles that have worked over extended periods and a variety of market conditions.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce, University of Tasmania, 1981
Professional Associations
  • Fellow of the Australian Institute of Company Directors
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
  • Associate of the Institute of Chartered Accountants Australia
Approved Competencies
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.