Scott Malcolm
Financial Adviser
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About
Scott Malcolm is an ASIC-registered financial adviser based in Canberra, ACT, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong educational foundation including a BA Commerce in Management Sciences from the University of Canberra (2001), Scott has built upon this with specialist qualifications such as the SMSF Specialist Advisor (SSA) Accreditation (2006), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2007), Certified Financial Planner certification with the Financial Planning Association of Australia Limited (2013), and an Accredited Aged Care Professional designation from Aged Care Steps (2022). Scott is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Authorised to provide advice on a comprehensive range of financial products, Scott offers tailored solutions in superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Scott today to arrange a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What services does Scott Malcolm provide?
Scott Malcolm offers a comprehensive range of financial services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He is qualified to advise on various financial products to help you achieve your financial goals.
What qualifications does Scott Malcolm have?
Scott Malcolm holds a BA Commerce in Management Sciences, SMSF Specialist Advisor Accreditation, Advanced Diploma of Financial Services (Financial Planning), Certified Financial Planner certification, and an Accredited Aged Care Professional designation. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process of working with Scott Malcolm?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Scott will then develop a tailored financial plan to help you achieve those goals. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving needs.
What can I expect from a consultation with Scott Malcolm?
During a consultation, you can expect a thorough discussion of your financial situation, including your goals, assets, and liabilities. Scott will listen carefully to your needs and provide clear, concise advice on how to achieve your objectives. You'll also receive a clear explanation of any fees or charges associated with his services.
Does Scott Malcolm specialise in SMSF advice?
Yes, Scott Malcolm holds the SMSF Specialist Advisor (SSA) Accreditation and has extensive experience in providing advice on Self-Managed Superannuation Funds (SMSFs). He can assist with all aspects of SMSF management, from establishment to compliance and investment strategies.
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