Financial Adviser · HILLARYS, WA

Scott Tanner

HILLARYS, WA
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005776
Currently at
Hillarys, WA (firm address)

Scott Tanner is a financial adviser based in Hillarys, Western Australia, with 22 years of experience in the financial services industry since 2004. Scott is currently authorised under Core Wealth Group. 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 Education Program from Financial Planning Association of Australia. 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce Economics and Finance
Curtin University of Technology
2005
Graduate Diploma of Financial Planning
Securities Institute Education
2010
Certified Financial Planner Education Program
Financial Planning Association of Australia
2011
Margin Lending & Geared Investments
Kaplan Professional Education
2013
Cavenish & ICFS Specialist SMSF Course
Cavendish

Registration History

Jan 2022 - Present Current
Sep 2019 - Jan 2022 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Mar 2017 - Sep 2019 Ceased
PLAN B WEALTH MANAGEMENT PTY LTD
Mar 2010 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register