Financial Adviser
· HAWTHORN EAST, VIC
Scott Plunkett
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253317
Scott Plunkett is a financial adviser based in Hawthorn East, Victoria, with 26 years of experience in the financial services industry. Scott is currently authorised under Sovereign Financial Group 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 Graduate Diploma of Financial Planning from Kaplan. 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
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2015
Advanced Diploma of Financial Planning
International Institute of Technology
2015
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2016
Cert IV in Finance and Mortgage Broking
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register