Financial Adviser · KIAMA, NSW

Scott Campbell Middleton

KIAMA, NSW
30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000326328
Currently at
Bundall, QLD (firm address)

Scott Campbell Middleton is a financial adviser based in Kiama, New South Wales, with 30 years of experience in the financial services industry since 1996. Scott is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. 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 FNS50804 Diploma of Financial Services (Financial Planning) from Kaplan Professional Education.

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

2012
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2018
Family SMSF Advisor RG 146 Course
Terra Cordis

Registration History

Oct 2022 - Present Current
A.C.N. 133 593 012 PTY LTD
Dec 2013 - Oct 2022 Ceased

Source: ASIC Financial Advisers Register