Diane Scott
About Me
I have over 16 years experience in the the financial services industry. I have varied work experience including a number of different roles in financial planning including Client Service and Paraplanning. I bring my experience and expertise to assist you to plan for your financial security and independence in years to come. I am able to provide specialist advice on all aspects of financial planning, and in particular, I enjoy developing Wealth Accumulation Strategies Superannuation and Retirement Planning Retirement Income Planning including Annuities and Pensions Personal Protection and Insurance.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 11 Years
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Licensed By Fortnum Private Wealth Ltd