Financial Adviser · MAROOCHYDORE, QLD

Sarah Ellen Scott

22 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000317197

Sarah Ellen Scott is a financial adviser based in Maroochydore, Queensland, with 22 years of experience in the financial services industry. Sarah is currently authorised under Infocus Securities Australia Pty Ltd. Sarah 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 Education Program from Deakin University. Sarah 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 Margin Lending

Restrictions: Superannuation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2006

Certified Financial Planner Education Program

Deakin University

2010

Margin Lending and Geared Investments

Kaplan

2014

Certificate IV in Finance & Mortgage Broking

Kaplan

2015

Accredited Listed Product Adviser Program

Kaplan

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Sep 2021 - Present Current

Superannuation excludes SMSF advice

Infocus Securities Australia Pty Ltd

Sep 2007 - May 2018 Ceased

SMSF excludes SMSF

Source: ASIC Financial Advisers Register