Financial Adviser · TAMWORTH, NSW

Scott Ward

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006096

Scott Ward is a financial adviser based in Tamworth, New South Wales, with 19 years of experience in the financial services industry. Scott is currently authorised under Australian Financial Advisory Solutions 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 Financial Planning Association (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

1999
Bachelor of Commerce
University of New England
2007
Diploma of Financial Planning
Three Sixty
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Certified Financial Planner
Financial Planning Association (FPA)
2022
Super Concepts Specialist SMSF Accedititation
University of Adelaide

Registration History

Dec 2019 - Mar 2022 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
May 2009 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register