Scott Forbes
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001235
- Location
- Norwood SA 5067
- Licensee
- Clan Capital Management Pty Ltd (AFSL 436836)
- Authorised since
- 7 May 2013
- First provided advice
- 1991
- Qualifications
- ASX Broker Exam, Securities Institute Education (2002); Policy Statement 146 Knowledge Assessment, Integratec Australia (2002); Cerfiticate in Applied Self Managed Super Fund Advice, Australian Executor Trustees (2005); Diploma of Financial Services (Financial Planning), Kaplan Education (2010)
- Memberships
- Australian Shareholders Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott Forbes
Scott Forbes is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Norwood, South Australia (adviser number 001001235).
The licensee Scott advises under is Clan Capital Management Pty Ltd (AFS licence 436836). The current authorisation started on 7 May 2013.
The register records 1991 as the year Scott first provided financial advice. Qualifications and training on file include ASX Broker Exam (Securities Institute Education, 2002), Policy Statement 146 Knowledge Assessment (Integratec Australia, 2002) and Cerfiticate in Applied Self Managed Super Fund Advice (Australian Executor Trustees, 2005). Professional memberships recorded: Australian Shareholders Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Scott Forbes a registered financial adviser?
Yes. Scott Forbes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001235.
Which licensee does Scott Forbes work under?
Clan Capital Management Pty Ltd, Australian financial services licence 436836.
What can Scott Forbes give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts.