Financial Adviser · CLEVELAND, QLD

Emerson David Scott

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003951

Currently at

Sydney, NSW

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Emerson David Scott is a financial adviser based in Cleveland, Queensland, with 18 years of experience in the financial services industry since 2008. Emerson is currently authorised under Fortnum Advice. Emerson holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Emerson's qualifications include a CFP Certification Program from Financial Advice Association of Australia Limited. Emerson is a member of AFA - Fellow Chartered Financial Practioner (FChFP) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2005

Postgraduate Diploma in Financial Planning

University of the Free State

2007

FNS50804 Diploma of Financial Services (Financial Planning)

Mentor Education

2011

Margin Lending and Geared Investments

Kaplan Higher Education

2012

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2023

Accredited Aged Care Professional Program

Aged Care Steps

2024

CFP Certification Program

Financial Advice Association of Australia Limited

Registration History

Fortnum Advice Pty Ltd

Apr 2026 - Present Current

Not SMSF

Guideway Financial Services Pty Ltd

Apr 2023 - Mar 2026 Ceased

Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.

Industry Fund Services Limited

Jun 2022 - Apr 2023 Ceased

Superannuation products (excluding Self Managed Superannuation Funds)

AIA Financial Services Pty Limited

Dec 2021 - May 2022 Ceased

Commonwealth Financial Planning Limited

Jul 2008 - Nov 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF

Source: ASIC Financial Advisers Register