Financial Adviser · SIPPY DOWNS, QLD

Scott Ashman

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235321

Scott Ashman is a financial adviser based in Sippy Downs, Queensland, with 20 years of experience in the financial services industry. Scott is currently authorised under Matrix Planning Solutions Limited. 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 Advanced Diploma Financial Services (Financial Planning) from Kaplan Professional. 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Certificate Four in Finance & Mortgage Broking
Kaplan Professional
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending
Kaplan Professional
2012
Advanced Diploma Financial Services (Financial Planning)
Kaplan Professional

Registration History

Nov 2025 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
Nov 2015 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
Dec 2024 - Feb 2025 Ceased
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
M1-PLAN PTY LTD
Jul 2011 - Oct 2015 Ceased
SUNCORP FINANCIAL SERVICES PTY LTD
Oct 2007 - May 2011 Ceased

Source: ASIC Financial Advisers Register