Scott Mackett
Financial Adviser
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About
Scott Mackett is an ASIC-registered financial adviser based in Toowoon Bay, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon a Diploma and Advanced Diploma of Financial Services (Financial Planning) from AMP Limited, complemented by certifications in Self Managed Superannuation Funds and Certified Financial Planner (CFP) status from the Financial Planning Association of Australia (FPA), Scott brings a wealth of knowledge and experience to every client relationship. Further enhancing his expertise, Scott also holds a Diploma of Finance & Mortgage Broking Management from Kaplan Professional. As a member of both the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia (MFAA), Scott 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. This comprehensive authorization allows him to create holistic financial strategies that address all aspects of your financial life. Scott's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Scott is here to provide expert advice and support. Contact Scott today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Scott Mackett provide?
Scott Mackett provides comprehensive financial advice encompassing superannuation, insurance, wealth management, retirement planning, and investment strategies. He tailors his advice to meet the unique needs and goals of each client.
What are Scott Mackett's qualifications and professional memberships?
Scott holds a Diploma and Advanced Diploma of Financial Services (Financial Planning), a certification in Self Managed Superannuation Funds, is a Certified Financial Planner (CFP), and also holds a Diploma of Finance & Mortgage Broking Management. He is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia (MFAA).
How does Scott Mackett work with clients to develop a financial plan?
Scott begins by understanding your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses your specific needs and provides ongoing support to help you stay on track.
What can I expect during my first meeting with Scott Mackett?
During your initial consultation, you can expect to discuss your financial goals, current situation, and any concerns you may have. Scott will explain his approach to financial planning and answer any questions you have.
Does Scott Mackett provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Scott is qualified to provide advice on Self-Managed Superannuation Funds (SMSFs). He can help you understand the responsibilities and benefits of managing your own superannuation fund.
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