Financial Adviser · TOOWOON BAY, NSW

Scott Mackett

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248222

Currently at

Melbourne, VIC

View firm profile

Scott Mackett is a financial adviser based in Toowoon Bay, New South Wales, with 22 years of experience in the financial services industry since 2004. Scott is currently authorised under Capstone Financial Planning, operating through MacKett 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Scott is a member of Financial Advice Association of Australia (FAAA) and Mortgage & Finance Association of Australia (MFAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Services (Financial Planning)

AMP Limited

2004

Advanced Diploma of Financial Services (Financial Planning)

AMP Limited

2005

Self Managed Superannuation Funds

Tribeca Learning

2008

Certified Financial Planner (CFP)

Financial Planning Association of Australia (FPA)

2012

Diploma of Finance & Mortgage Broking Management

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Dec 2021 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities.

Akumin Financial Planning Pty Limited

Jan 2004 - Dec 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register