Scott J.
Financial Planner at WealthLab- Claim this Profile
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Bio
Daniel Angelini
Scott and the team at Paradigm have been exceptionally professional and helpful through the process of taking up the best possible life insurance policy for my wife and I. Scott is knowledgeable and makes the application process and policy selection very straightforward. I can now have peace of mind that my family have the cover it needs. Thanks Scott!
Daniel Bryan
Scott has an uncanny way of explaining complex insurance matters in an easy to understand format, great user of technology to ensure all paperwork is handled efficiently, highly recommended for anyone who is not sure of what cover they actually need, rather than a provider just allocating an amount of cover they think is necessary. Very approachable and highly committed to providing great service which is ultimately what we all want!
Nigel Ferreira
Scott's ability to get things done is impressive. His work ethic and skill set enable him to deliver on what he says and I have complete confidence in working with him. If you after someone who is reliable and consistent, then I suggest working with him.
Daniel Angelini
Scott and the team at Paradigm have been exceptionally professional and helpful through the process of taking up the best possible life insurance policy for my wife and I. Scott is knowledgeable and makes the application process and policy selection very straightforward. I can now have peace of mind that my family have the cover it needs. Thanks Scott!
Daniel Bryan
Scott has an uncanny way of explaining complex insurance matters in an easy to understand format, great user of technology to ensure all paperwork is handled efficiently, highly recommended for anyone who is not sure of what cover they actually need, rather than a provider just allocating an amount of cover they think is necessary. Very approachable and highly committed to providing great service which is ultimately what we all want!
Nigel Ferreira
Scott's ability to get things done is impressive. His work ethic and skill set enable him to deliver on what he says and I have complete confidence in working with him. If you after someone who is reliable and consistent, then I suggest working with him.
Daniel Angelini
Scott and the team at Paradigm have been exceptionally professional and helpful through the process of taking up the best possible life insurance policy for my wife and I. Scott is knowledgeable and makes the application process and policy selection very straightforward. I can now have peace of mind that my family have the cover it needs. Thanks Scott!
Daniel Bryan
Scott has an uncanny way of explaining complex insurance matters in an easy to understand format, great user of technology to ensure all paperwork is handled efficiently, highly recommended for anyone who is not sure of what cover they actually need, rather than a provider just allocating an amount of cover they think is necessary. Very approachable and highly committed to providing great service which is ultimately what we all want!
Nigel Ferreira
Scott's ability to get things done is impressive. His work ethic and skill set enable him to deliver on what he says and I have complete confidence in working with him. If you after someone who is reliable and consistent, then I suggest working with him.
Daniel Angelini
Scott and the team at Paradigm have been exceptionally professional and helpful through the process of taking up the best possible life insurance policy for my wife and I. Scott is knowledgeable and makes the application process and policy selection very straightforward. I can now have peace of mind that my family have the cover it needs. Thanks Scott!
Daniel Bryan
Scott has an uncanny way of explaining complex insurance matters in an easy to understand format, great user of technology to ensure all paperwork is handled efficiently, highly recommended for anyone who is not sure of what cover they actually need, rather than a provider just allocating an amount of cover they think is necessary. Very approachable and highly committed to providing great service which is ultimately what we all want!
Nigel Ferreira
Scott's ability to get things done is impressive. His work ethic and skill set enable him to deliver on what he says and I have complete confidence in working with him. If you after someone who is reliable and consistent, then I suggest working with him.
Credentials
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CRM Professional with Salesforce
RMIT UniversityJul, 2020- Oct, 2024 -
Reports & Dashboards for Lightening Experience
Trailhead by SalesforceJun, 2020- Oct, 2024 -
Advanced Diploma Of Financial Planning
Mentor EducationOct, 2017- Oct, 2024 -
Cert IV in Finance and Mortgage Broking
Mentor EducationFeb, 2017- Oct, 2024 -
Duolingo Italian Fluency: Beginner (Estimated)
DuolingoMar, 2016- Oct, 2024 -
Diploma of Adult Training and education
-May, 2011- Oct, 2024 -
Diploma of Financial Services
Mentor Education GroupMay, 2009- Oct, 2024
Experience
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WealthLab
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Australia
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Financial Services
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1 - 100 Employee
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Financial Planner
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Oct 2020 - Present
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Paradigm Group
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United States
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Financial Services
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Senior Financial Planner and Head Of Insurance
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Nov 2017 - Oct 2020
Wealth advisory, investment and insurance. Using technology & a motivated team to raise the bar for your expectations and wealth goals. Wealth advisory, investment and insurance. Using technology & a motivated team to raise the bar for your expectations and wealth goals.
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Financial Planner
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Nov 2014 - Nov 2017
- Engaged with clients in need of a high level of investment and technical knowledge seeking a professional they can trust, relate to and who understood their needs. - Integrated regular technical webinars and speaking events for clients seeking further investment and advice knowledge. -Implemented an outsourced office allowing the Australian-based staff to work remotely. - Maintained consistent complaint records - Whilst working oversease for 2016, I maintained dual roles over this time period. Show less
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GWM
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Switzerland
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Investment Management
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1 - 100 Employee
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Senior Financial Planner
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Jan 2016 - Dec 2016
Cross-border finance focused on wealth advisory and tax optimisaiton. Engaging Australian Expats living abroad to navigate their complex financial needs. Areas of focus were wealth management, international taxation, insurance and currency. - Manage a dynamic team of advisers and paraplanners to meet busy client expectations and compliance needs. - Implemented the principles from the book 'Discipline Equals Freedom' to empower and lead the team to achieve their goals. - Deliver on a high standard of compliance whilst also pushing to achieve personal growth and abundance whilst living abroad. Show less
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Financial Planner
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Feb 2011 - Nov 2014
-Technical adviser role, encompassing accumulator and retiree clients. Assisting them in their wealth journey and ensuring post-GFC nerves were calmed. - The advice covered Bonds, Margin Lending, SMSF, Direct equities, Managed funds and insurance. -I assisted in the development of IT and Marketing functions to support business growth. Moving to a more streamlined CRM and sales model. Enabling my focus to specifically be on raising the client acquisition rates as well as ensuring ongoing retention. Show less
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Education
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2020 - 2020
RMIT Online
Salesforce Administrator -
2006 - 2008
Flinders University
Bachelor, Economics/Entrepreneurship -
University of South Australia
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