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Scott Dawes

Financial Adviser

Care to Protect
Malvern, VIC 3144

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Scott Dawes is an ASIC-registered financial adviser dedicated to helping individuals and families in Malvern, VIC, achieve their financial goals. With a Bachelor of Education from Deakin University (1994), and further qualifications including a Diploma of Financial Services (Financial Planning) from Tribeca (2006) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2008), Scott brings a wealth of knowledge and experience to his practice. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Scott is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and tailored solutions. He specialises in providing advice related to superannuation, insurance, wealth management and retirement planning strategies. • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth Management strategies • Retirement Planning guidance • Investment advice (Securities, Retirement Savings Accounts and Government Debt Securities) Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your family's future, Scott can provide the expert advice and support you need. Contact Scott today to arrange a consultation and take the first step towards a secure financial future.

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 SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000243313

Verify on ASIC Register

Authorised Representative Number

000326416

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Scott Dawes offer?

Scott Dawes provides advice on superannuation, insurance, wealth management and retirement planning. He can also help with investment advice, including securities and government debt securities.

What are Scott Dawes' qualifications?

Scott holds a Bachelor of Education from Deakin University, a Diploma of Financial Services (Financial Planning) from Tribeca, and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan.

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

During your first meeting, Scott will take the time to understand your current financial situation, your goals, and your risk tolerance. He'll then outline a strategy tailored to your individual needs.

How does Scott Dawes stay up-to-date with changes in the financial industry?

Scott is a member of the Financial Advice Association of Australia (FAAA) and regularly participates in professional development activities to stay informed about the latest industry trends and regulations.

What is the process for becoming a client of Scott Dawes?

The first step is to schedule an initial consultation. During this meeting, you can discuss your needs and determine if Scott's services are a good fit for you. If you decide to proceed, Scott will guide you through the onboarding process.

Get in Touch

Contact Scott directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.