Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE CITY, QLD

Scott Donald Wyllie

19 Years experience
Tax advice
authorised
Currently at
Infocus Securities Australia Pty Ltd
Maroochydore, QLD
View firm profile
ASIC Registered · ADV 000230992

Scott Donald Wyllie is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry. Scott is currently authorised under Infocus Securities Australia 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 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