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Scott McAlees CFP®

RSM Financial Services Australia Pty Ltd 08 9261... Contact

About Me

Scott is a Financial Planner in the Perth office of RSM Financial Services Australia. He has worked in financial planning since 2004 and after refining his technical skills as a paraplanner became a financial planner in 2016.Working in the profession for over a decade Scott understands it is your personal goals that determine your financial goals. As such each client has a unique vision for their future with a unique set of circumstances and potential financial pitfalls to overcome.With this in mind he works alongside his clients to provide sound strategies to achieve their goals and protect what they already have.An important and enjoyable part of the role for Scott is growing relationships with his clients built on trust and professionalism.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Rsm Financial Services Australia Pty Ltd
CERTIFIED FINANCIAL PLANNER®