Scott Palmer
Financial Adviser
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About
Scott Palmer is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping individuals and families achieve their financial goals with tailored and comprehensive advice. Scott's extensive academic background includes a Bachelor (Hons) of Financial Services from the University of Northumbria at Newcastle (2000) and a Masters of Global Financial Management, also from Northumbria (2003). He further solidified his expertise with an Advanced Diploma in Financial Planning from the Chartered Insurance Institute (2014), the FASEA Financial Adviser Exam (2024), and studies in Economic and Legal Context for Financial Planning, and Ethics and Professionalism in Financial Advice through Kaplan Professional (2025). Scott is authorized to provide advice on a comprehensive range of financial products, including 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. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Scott Palmer today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Scott Palmer provide?
Scott Palmer provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Scott Palmer's qualifications?
Scott Palmer holds a Bachelor (Hons) of Financial Services, a Masters of Global Financial Management, an Advanced Diploma in Financial Planning, and has passed the FASEA Financial Adviser Exam. He has also completed studies in Economic and Legal Context for Financial Planning, and Ethics and Professionalism in Financial Advice.
What can I expect during my first consultation with Scott Palmer?
During your first consultation, Scott will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How can wealth management advice from Scott Palmer benefit me?
Scott’s wealth management advice can help you grow and protect your assets, plan for your financial future, and achieve your long-term financial goals through strategic investment and planning.
What is the process for getting retirement planning advice from Scott Palmer?
The process begins with an initial consultation to assess your retirement goals and current financial standing. Scott will then develop a retirement plan tailored to your specific needs, considering factors like superannuation, investments, and lifestyle expectations. Regular reviews and adjustments will ensure your plan remains on track.
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