Financial Adviser · SYDNEY, NSW

Scott James Douglas

27 Years experience
Tax advice
authorised
Currently at
Sydney, NSW
ASIC Registered · ADV 000407491

Scott James Douglas is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Scott is currently authorised under Imfg 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 CERTIFIED FINANCIAL PLANNER from FPA. Scott is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1991
Bachelor of Commerce
University of Western Sydney
1996
CPA
CPA
2001
CERTIFIED FINANCIAL PLANNER
FPA
2001
CPA-PFP
CPA
2003
Graduate Diploma of Financial Planning
FINSIA
2021
Professionalism and Ethics in Advice
Ethics - Kaplan Professional

Registration History

Mar 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Jul 2011 - Mar 2021 Ceased
Mar 1999 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register