We are thrilled to introduce Scott, our newest Paraplanner at Precision Wealth Management. With his Bachelor’s Degree in Financial Planning and experience in the Police force and Army, Scott brings a unique perspective and skill set to our team.
He possesses exceptional attention to detail, and his outgoing and magnetic personality and friendly demeanour make him a natural fit for our client-focused culture. He takes the time to get to know our clients on a personal level and is always willing to go above and beyond to ensure their financial needs are met.
At Precision Wealth Management, we pride ourselves on delivering exceptional service to our clients, and Scott’s professionalism and expertise help us continue to deliver on that promise.
What is Scott’s role at Precision Wealth Management?
As a paraplanner, Scott prepares and maintains detailed client files and records such as Statement of Advice Docs.
Scott is equal parts passionate and determined to thrive in his new role, “I’m excited to work with a tight-knit team who also have a passion for financial planning and helping people achieve their goals in life.”
Scott has an impressive resume. While studying Bachelor of Commerce, majoring in Financial Planning part-time, Scott also worked in the Queensland Police Service. And to top it off, he also serves in the Australian Army Reserve and has done so for the past eight years.
Scott reflects on his past roles and explains, “I’ve come from an organisation of about 11,000 employees to a successful financial planning business of just 3. Seeing how well a small team works together to provide exceptional service for their clients has been great so far.”
When asked about his current role and what it means for his career, Scott replies, “Glenn and Carly are both very knowledgeable and professional in their respective fields. I’m looking forward to learning as much as I can from them and progressing further in my career with Precision Wealth Management.”
Scott’s favourite piece of financial advice
Scott’s top tip is hard for all the Afterpay lovers, but it’s solid advice he lives by:
“Never spend your money before you have it. If you can’t afford it don’t buy it. Don’t fall into ‘buy now, pay later.”
If you have any questions or would like to schedule a meeting with one of our professionals, please contact us today!
Precision Wealth Management is a local, privately-owned financial planning firm based on Brisbane’s northside.
Our certified advisors work with each individual client to determine the best wealth creation strategy based on their unique situation.
We strive to stay at the forefront of the industry, and our investment approach is based on decades of research.
Financial Planner Brisbane
Our services include Superannuation Advice And Planning, personal Insurance Advice, Budgeting And Cashflow Management, Investment Strategy And Advice, Aged Care Financial Advice, Retirement Planning Advice, and Debt Reduction Financial Planning.
At Precision Wealth Management, we offer flat fee pricing which is determined on the complexity of the work – not the value of your investments.