Scott Redpath
Senior Financial Planner - Partner at Findex- Claim this Profile
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Bio
Experience
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Findex
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Australia
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Financial Services
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700 & Above Employee
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Senior Financial Planner - Partner
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Dec 2006 - Present
When it comes to providing professional advice for individuals and families, I understand the importance of personalised service. That’s why all advice provided is based upon a careful analysis of my clients’ specific needs and objectives. I provide advice to my clients in the following areas of expertise; Superannuation & SMSF Risk Management Investments Retirement Estate Planning Taxation Portfolio Management At Financial Index we believe your investment objectives can be better achieved by investing your funds to a diversified portfolio of investments within our recommended administration platform. We do this by matching appropriate investment portfolios to your objectives, therefore by matching you, the investor, with an appropriate degree of risk and volatility there are far fewer surprises under adverse investment conditions.
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Education
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Kaplan Professional
FPC002B Ethics and Professionalism in Financial Advice -
FASEA
Financial Adviser Exam -
Kaplan Professional
Master of Financial Planning -
Kaplan Professional
Graduate Diploma of Financial Planning / Graduate Certificate of Applied Finance -
Kaplan Professional
Self Managed Super Funds (SMSF) Program -
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning) -
Holmesglen Institute
Diploma of Financial Services (Financial Planning) -
Holmesglen Institute
Diploma of Business (Banking & Finance)
Community
