Financial Adviser
· SYDNEY, NSW
Scott James Averay
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240923
Scott James Averay is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Scott is currently authorised under Licence Holding Pty Ltd. Scott holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning (FNS60415) from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Planning (FNS50804)
Kaplan
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
2018
Advanced Diploma of Financial Planning (FNS60415)
Kaplan
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register