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Scott Semple

Financial Adviser

Compass Financial Group Pty Ltd
Cheltenham, VIC 3192

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About

Scott Semple is an ASIC-registered financial adviser based in Cheltenham, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Scott holds a Bachelor of Business (Enterprise Development) from La Trobe University (2002), an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) both from Tribeca (2005). Furthering his expertise, he also completed studies in Self Managed Superannuation through Kaplan Professional (2013) and the Accredited Listed Product Adviser Program, also with Kaplan Professional (2014). Scott is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create holistic financial strategies that address your unique needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice 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.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000449221

Verify on ASIC Register

Authorised Representative Number

000275498

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Scott Semple offer?

Scott Semple provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products like securities and government debt securities.

What are Scott Semple's qualifications?

Scott holds a Bachelor of Business (Enterprise Development), an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), qualifications in Self Managed Superannuation, and is an Accredited Listed Product Adviser.

How does Scott Semple approach financial planning?

Scott focuses on creating tailored financial strategies based on your individual needs and goals, utilising a holistic approach that considers all aspects of your financial life.

What can I expect during my first meeting with Scott Semple?

During your initial consultation, Scott will take the time to understand your current financial situation, your future goals, and your risk tolerance. He will then outline how he can help you achieve your objectives.

Does Scott Semple provide advice on Self Managed Superannuation Funds (SMSFs)?

Yes, Scott has completed studies in Self Managed Superannuation and can provide advice related to SMSFs.

Get in Touch

Contact Scott directly for personalised advice.

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