Justin Scattini

CFP®, M.App.Fin
Senior Private Wealth Adviser

Background

Justin has more than 20 years of experience working in investment and financial services. Since joining Ord Minnett in 2005, Justin has established a successful wealth management practice providing direct investment advice, funds management services and strategic financial planning advice to a select group of private individuals and families, their companies, trusts, and superannuation funds.

Justin and his family moved to the Sunshine Coast in 2011 and merged his business with the successful team centred in Buderim, where he is a partner in the business.

We provide peace of mind through prudent wealth management. Our services are offered to a select group of investors who are looking for discrete, proactive, and customised funds management and a sophisticated level of advice.

Our wealth management service is a combination of financial planning, stockbroking, funds management and administration services giving our clients a holistic solution for their investment needs.

Our services are open architecture, and our preference is to invest directly wherever possible. This enables us to provide investment management without conflict or compromise at a lower cost with complete transparency.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Master of Applied Finance
  • Graduate Diploma of Financial Planning
  • Diploma of Financial Markets

Certifications

  • Certified Financial Planner (CFP), Financial Planning Association of Australia
  • Registered Tax (Financial) Adviser, Tax Practitioners Board
  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Sunshine Coast
Burnett House 1/99 Burnett St Buderim QLD 4556
(07) 5430 4444
sunshinecoast@ords.com.au

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