Financial Adviser · MAROOCHYDORE, QLD

Scott Andrew Mckeown

MAROOCHYDORE, QLD

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000297028

Currently at

Ausbiz Wealth

Maroochydore, QLD (firm address)

View firm profile

Scott Andrew Mckeown is a financial adviser based in Maroochydore, Queensland, with 21 years of experience in the financial services industry since 2005. Scott is currently authorised under Ellerfield Private Wealth, operating through Ausbiz Wealth. 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 Financial Services (Financial Planning) from Kaplan Professional. 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 Government Bonds Margin Lending

Restrictions: Also authorised for Deposit and Payment Products limited to Basic Deposit Products and Deposit Products other than Basic Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma Financial Services (Financial Planning)

Tribeca/Kaplan

2011

Margin Lending & Geared Investments

Kaplan Professional

2012

Advanced Diploma Financial Services (Financial Planning)

Kaplan Professional

2012

Certificate IV in Finance and Mortgage Broking

Kaplan Professional

2013

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Ellerfield Private Wealth Pty Limited

Jun 2022 - Present Current

Also authorised for Deposit and Payment Products limited to Basic Deposit Products and Deposit Products other than Basic Deposit Products

Consultum Financial Advisers Pty Ltd

Jun 2021 - Jun 2022 Ceased

GWM ADVISER SERVICES PTY LTD

May 2020 - May 2021 Ceased

Fiducian Financial Services Pty Ltd

Sep 2018 - May 2020 Ceased

This Authorised Representative cannot provide advice on margin lending.

ACN 130 288 578 PTY LTD

Mar 2015 - Sep 2018 Ceased

WEALTHSURE PTY LTD

Mar 2009 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register