Scott Tanner
Financial Adviser in Hillarys, Western Australia, Australia
Review Scott Tanner
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 number001005776
- Location
- Hillarys WA 6025
- Licensee
- Core Wealth Group Pty Ltd (AFSL 535023)
- Authorised since
- 20 January 2022
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce Economics and Finance, Curtin University of Technology (2000); Graduate Diploma of Financial Planning, Securities Institute Education (2005); Certified Financial Planner Education Program, Financial Planning Association of Australia (2010); Margin Lending & Geared Investments, Kaplan Professional Education (2011); Cavenish & ICFS Specialist SMSF Course, Cavendish (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott Tanner
On the Financial Advisers Register kept by ASIC, Scott Tanner appears as a current financial adviser in Hillarys, Western Australia, adviser number 001005776.
Advice is given under the Australian financial services licence of Core Wealth Group Pty Ltd, licence number 535023. That authorisation dates from 20 January 2022.
The register records 2004 as the year Scott first provided financial advice. Qualifications and training on file include Bachelor of Commerce Economics and Finance (Curtin University of Technology, 2000), Graduate Diploma of Financial Planning (Securities Institute Education, 2005) and Certified Financial Planner Education Program (Financial Planning Association of Australia, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Scott Tanner here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Scott Tanner a registered financial adviser?
Yes. Scott Tanner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005776.
Which licensee does Scott Tanner work under?
Core Wealth Group Pty Ltd, Australian financial services licence 535023.
What can Scott Tanner 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.