Financial Adviser
· AVALON BEACH, NSW
Scott Phillip Duffy
No disciplinary history on record with ASIC
AVALON BEACH,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267269
About Scott Phillip Duffy
Scott Phillip Duffy is a financial adviser based in Avalon Beach, New South Wales, with 12 years of experience in the financial services industry since 2014. Scott is currently authorised under Alliance Wealth, operating through Sd Wealth Management. Scott holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Scott's qualifications include a Advanced Diploma of Financial Planning from Mentor Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Mentor Education
2015
Advanced Diploma of Financial Planning
Mentor Education
2025
Graudate Diploma of Financial Planning
Kaplan Higher Education
2026
Specialist SMSF Course
SuperConcepts & University of Adelaide