Scott Middleton
Financial Adviser
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About
Scott Middleton is an ASIC-registered financial adviser dedicated to helping individuals and families in Burraneer, NSW, and across Australia, achieve their financial goals. With a strong academic foundation, including a Bachelor of Arts (Actuarial Studies and Statistics) from Macquarie University and a Master of Commerce from the University of Western Sydney, Scott combines technical expertise with a practical approach to financial planning. He also holds a Diploma of Financial Planning from FPA and completed the Cavendish & ICFS Specialist SMSF Course at the University of Adelaide, ensuring he's well-equipped to handle complex financial situations. As a member of the Financial Advice Association of Australia (FAAA), Scott adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to build wealth, protect your family's future, or plan for a comfortable retirement, Scott can provide tailored solutions to meet your specific needs. Key services include: • Superannuation advice • Insurance solutions (Life Risk and Investment Life) • Wealth management strategies • Retirement planning • Investment advice (Securities, Government Debt Securities, Retirement Savings Accounts) Ready to take control of your financial future? Contact Scott today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Scott Middleton offer?
Scott Middleton provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including securities and government debt securities. He can help you with building wealth, protecting your assets, and planning for retirement.
What are Scott Middleton's qualifications?
Scott holds a Bachelor of Arts (Actuarial Studies and Statistics) from Macquarie University, a Diploma of Financial Planning from FPA, a Master of Commerce from the University of Western Sydney, and completed the Cavendish & ICFS Specialist SMSF Course from the University of Adelaide.
What is the process of working with Scott Middleton?
The process typically starts with an initial consultation to understand your financial goals and current situation. Scott will then develop a personalized financial plan tailored to your needs, which will be regularly reviewed and adjusted as needed.
Can Scott Middleton help with SMSF advice?
Yes, Scott has completed the Cavendish & ICFS Specialist SMSF Course and can provide expert advice on Self-Managed Super Funds (SMSFs).
What should I expect during my first meeting with Scott Middleton?
During your first meeting, Scott will discuss your financial goals, risk tolerance, and current financial situation. This meeting is an opportunity for you to ask questions and determine if Scott is the right financial adviser for you.
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