Scott Fraser

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BSc GradDipAppFin DFP ProfDipStockbroking

Authorised Representative: 001254347

Private Client 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 17 year’s 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.

Services and specialities

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

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.

Industry Education & Experience

Qualifications
  • Bachelor of Science, Edith Cowan University, 2004
  • Diploma of Financial Planning, Kaplan, 2018
  • Professional Diploma in Stockbroking, Deakin Prime, 2011
  • Graduate Diploma of Applied Finance, Kaplan, 2011
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Generic
  • Managed Investments
  • Securities
  • Margin Lending
  • Superannuation
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.