Financial Adviser · ASPLEY, QLD

Scott Donald Wyllie

ASPLEY, QLD

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000230992

Currently at

Infocus Securities Australia

Maroochydore, QLD (firm address)

View firm profile

About Scott Donald Wyllie

Scott Donald Wyllie is a financial adviser based in Aspley, Queensland, with 19 years of experience in the financial services industry since 2007. Scott is currently authorised under Infocus Securities Australia. Scott holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Scott's qualifications include a Introduction to Financial Planning from Financial Planning Association.

Authorised to Advise On

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

Restrictions: Direct equities - excludes direct equities advice excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2001

Introduction to Financial Planning

Financial Planning Association

2001

Retirement Planning

Financial Planning Association

2001

Risk Management for Financial Services Professionals

IntegraTec

2002

Investment Planning 1

Financial Planning Association

2010

Margin Lending and Geared Investments

Kaplan

Registration History

Infocus Securities Australia Pty Ltd

Apr 2007 - Present Current

Direct equities - excludes direct equities advice excludes SMSF

Source: ASIC Financial Advisers Register