Scott is based in Perth and also spends time servicing clients in regional Western Australia, including in Geraldton. His focus is on tailored portfolio management within a robust financial planning framework. By carefully considering each client’s objectives, circumstances, preferences, and risk tolerance, Scott applies a systematic approach to asset allocation, constructing and routinely managing portfolios to meet individual needs.
Customer service has been central to Scott’s entire career. Before joining E.L. & C. Baillieu in 2017, he spent six years in a similar role with Morgans Financial, following a 15-year career as an Engineer and Project Manager in the oil and gas services industry.
With over 13 years of experience in the finance industry, Scott delivers a broad spectrum of investment and financial planning advice. His expertise includes ASX-listed securities such as shares, bonds, and hybrids, as well as exchange traded funds (ETFs), superannuation, life insurance, taxation, managed investments, margin lending, and derivatives.
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