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Scott Fraser
BSc GradDipAppFin DFP ProfDipStockbroking
Financial Adviser
"I provide a personalised style of service and together we set the objectives and implement the strategy. I help you achieve your financial goals through agile and active investment management."
Individuals have plenty of distractions in today’s fast paced world. With availability of information, making informed decisions has become time consuming. Scott identifies the objectives for clients and then delivers a solution that educates and keeps them in control of their financial future. He positions himself as the central source for your financial advice.
Scott has over 19 years experience in global investment markets that has included disruptions such as terror attacks, the GFC, tsunamis, mining and property booms. This experience has allowed Scott to generate a skill set around investment portfolios with a focus on asset allocation and managing risk.
Investment Style
Scott is focused on providing a dynamic wealth solution that addresses his clients needs whilst providing a clear blueprint to achieving their financial goals. This advice complements his clients investment preferences, life stages and risk tolerance to help build real wealth through improving tax efficiency and asset structuring.
Services and Specialties
Margin Lending and Gearing Strategies
Superannuation Advice
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Science
Graduate Diploma of Applied Finance
Professional Diploma in Stockbroking
Diploma of Financial Planning
Associations
No items found.
Competencies
Securities
Superannuation
Managed Investments
FASEA Financial Adviser Exam
Derivatives Level 1
Margin Lending
ASIC Financial Advisers Register
Tax (financial) Adviser
Generic
Direct International Equities Trading Adviser
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
