Vanessa Scott

Private Wealth Adviser

Background

Vanessa has worked in financial services for more than ten years, including in financial advice with Ord Minnett since 2022. Prior to her time at Ords, she gained experience at Big Four banks, boutique financial planning providers, and multinational stockbroking firms. She provides holistic financial advice to a wide range of clients, covering areas such as risk management, wealth protection, superannuation, retirement planning, and personalised investment strategies.

Vanessa provides holistic financial advice to clients of all ages, whether it be clients just starting out in their career or clients heading for retirement. She covers areas of advice such as risk, wealth protection, superannuation, retirement planning, and personalised investment strategies.

She is an accredited SMSF Specialist Adviser (SSA) and has a growing interest in the Agribusiness sector. Vanessa also has a keen interest in improving financial literacy and outcomes for women and is a member of Collaborative Professionals Western Australia (CPWA).

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

  • Advanced Diploma of Financial Services
  • Diploma of Financial Planning

Certifications

  • Self-Managed Superannuation Fund (SMSF) Specialist Adviser

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Life risk insurance
  • Superannuation & SMSF

Office

Perth
Level 27/108 St Georges Terrace Perth WA 6000
(08) 6179 6400
perth@ords.com.au

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