Financial Adviser · AVALON BEACH, NSW

Scott Phillip Duffy

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001267269

Scott Phillip Duffy is a financial adviser based in Avalon Beach, New South Wales, with 12 years of experience in the financial services industry. Scott is currently authorised under Alliance Wealth Pty Ltd. Scott holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Mentor Education.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2014
Diploma of Financial Planning
Mentor Education
2015
Advanced Diploma of Financial Planning
Mentor Education
2025
Graudate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Mar 2022 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
WEALTH MARKET PTY LTD
Aug 2018 - Mar 2022 Ceased

Source: ASIC Financial Advisers Register