About Me

Scott has over 10 years of experience in the finance industry, delivering a broad spectrum of investment and financial planning advice, with specialties in ASX listed securities (eg shares, bonds, hybrids) Exchange Traded Funds (ETFs), superannuation, life insurance, taxation, managed investments, margin lending and derivatives.

Scott is based in Perth, also spending time servicing clients from the newly branded Ord Minnett office in Geraldton. Scott’s focus is on tailored portfolio management within a robust, financial planning framework. After careful consideration of his clients’ objectives, circumstances, preferences and attitudes to risk, Scott’s systematic approach applies asset allocation strategies to construct and routinely manage client portfolios.

Customer service has been at the heart of Scott’s entire working career. Prior to joining E.L. & C. Baillieu in 2017 and the subsequent merger with Ord Minnett in 2020, Scott spent 6 years in a similar role with Morgans Financial, after a 15 year career as an Engineer and Project Manager in the oil & gas services industry.