Kim Scott
Financial Adviser
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About
Kim Scott is an ASIC-registered financial adviser based in Tamworth, NSW, dedicated to providing comprehensive and personalised financial advice to help clients achieve their financial goals. With a career spanning over three decades, Kim brings a wealth of knowledge and experience to every client interaction. He holds a Bachelor of Financial Administration from the University of New England (1989), is a qualified Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ) since 1992, and obtained a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) in 1994. Kim continually updates his skills, completing FPC002B Ethics and Professionalism in Financial Advice and FPC007B Client Engagement Skills with Kaplan Higher Education in 2021. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), the Financial Planning Association (FPA) as a Certified Financial Planner, and the SMSF Association, Kim adheres to the highest ethical and professional standards. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Kim offers the following key services: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Kim today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Kim Scott offer?
Kim Scott specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also provides investment advice covering Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Kim Scott's qualifications and professional memberships?
Kim holds a Bachelor of Financial Administration, is a Chartered Accountant (CA) with CA ANZ, and possesses a Diploma of Financial Planning from the FPA. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), the Financial Planning Association (FPA) as a Certified Financial Planner, and the SMSF Association.
What can I expect during my first meeting with Kim Scott?
During your initial consultation with Kim, you can expect a friendly and professional discussion about your current financial situation, your goals, and your concerns. Kim will take the time to understand your unique needs and develop a tailored financial plan to help you achieve your objectives.
How does Kim Scott stay updated with the latest financial regulations and industry best practices?
Kim is committed to ongoing professional development and regularly participates in industry training and seminars. He completed FPC002B Ethics and Professionalism in Financial Advice and FPC007B Client Engagement Skills with Kaplan Higher Education in 2021. His memberships with CA ANZ, FAAA, FPA and SMSF Association also ensure he adheres to strict ethical standards and remains informed about regulatory changes.
How can Kim Scott help me with my retirement planning?
Kim can provide comprehensive retirement planning advice, including strategies for maximising your superannuation, creating a sustainable income stream, and managing your investments to ensure a comfortable retirement. He will work with you to develop a personalised retirement plan that aligns with your goals and risk tolerance.
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