Financial Adviser
· NORWOOD, SA
Scott Forbes
No disciplinary history on record with ASIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001235
Scott Forbes is a financial adviser based in Norwood, South Australia, with 35 years of experience in the financial services industry. Scott is currently authorised under Clan Capital Management 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 Diploma of Financial Services (Financial Planning) from Kaplan Education. Scott is a member of Australian Shareholders Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Authorised to provide tax financial advice services
Qualifications and Training
2002
ASX Broker Exam
Securities Institute Education
2002
Policy Statement 146 Knowledge Assessment
Integratec Australia
2005
Cerfiticate in Applied Self Managed Super Fund Advice
Australian Executor Trustees
2010
Diploma of Financial Services (Financial Planning)
Kaplan Education
Registration History
Source: ASIC Financial Advisers Register