"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
- Superannuation Advice
- Wealth Management
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
- Bachelor of Commerce, University of Tasmania, 1981
- 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
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.
- Managed Investments
- Margin Lending