Financial Adviser · SUBIACO, WA

Scott Edwards

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 000299542

Scott Edwards is a financial adviser based in Subiaco, Western Australia, with 8 years of experience in the financial services industry. Scott is currently authorised under Capstone Financial Planning 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 Certified Financial Planner from Financial Planning Association of Australia. Scott is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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

Authorised to provide tax financial advice services

Qualifications and Training

1988
Taxation C313A
Murdoch University
1989
Bachelor of Commerce
Murdoch University
1994
Certified Practising Accountant Program
CPA Australia
2001
Certified Financial Planner
Financial Planning Association of Australia
2017
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Client Engagement Skills
Behavioural Finance - Kaplan Professional

Registration History

Oct 2020 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Jul 2018 - Oct 2020 Ceased

Source: ASIC Financial Advisers Register