Scott Mackett
Financial Adviser in Toowoon Bay, New South Wales, Australia
Review Scott Mackett
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000248222
- Location
- Toowoon Bay NSW 2261
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 20 December 2021
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2003); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2004); Self Managed Superannuation Funds, Tribeca Learning (2005); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2008); Diploma of Finance & Mortgage Broking Management, Kaplan Professional (2012)
- Memberships
- Financial Advice Association of Australia (FAAA); Mortgage & Finance Association of Australia (MFAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott Mackett
Scott Mackett is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowoon Bay, New South Wales (adviser number 000248222).
The licensee Scott advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 20 December 2021.
The register records 2004 as the year Scott first provided financial advice. The qualifications listed for Scott include Diploma of Financial Services (Financial Planning) (AMP Limited, 2003), Advanced Diploma of Financial Services (Financial Planning) (AMP Limited, 2004) and Self Managed Superannuation Funds (Tribeca Learning, 2005). Scott is recorded as a member of Financial Advice Association of Australia (FAAA) and Mortgage & Finance Association of Australia (MFAA).
Scott is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
Reviews
Nobody has reviewed Scott Mackett here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Scott Mackett a registered financial adviser?
Yes. Scott Mackett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248222.
Which licensee does Scott Mackett work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Scott Mackett give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."