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Scott Nowland
Head of Client Management
MBA, CFPR, GDFP, CIP, ANZIF(Fellow)
Ascent Financial Services Pty Ltd
Authorised Representative of FLS (number 232498)
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| Experience |
In building Ascent Financial Services into a successful financial planning business, Scott has drawn on his 17 years in-depth knowledge and experience in the financial services industry including eight years in senior positions with the Zurich Group.
He has:
- extensive experience in delivering successful financial solutions for clients
- profiling clients
- goal setting
- strategy development and recommendations
- tax planning strategies
- investment strategies, including direct investments, managed funds, superannuation and property
- pre retirement strategies
- retirement options and Social Security
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| Strengths |
- building strong personal relationships
- client focused
- in-depth knowledge of financial markets
- financial management
- business planning
- business strategy
- process re-engineering
- distribution strategy and management
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| Credentials |
- Certified Financial Planner
- Masters in Business Administration specialising in funds management
- Graduate Diploma in Personal Financial Planning
- Executive Certificate in Insurance
- Fellowship of the Australian Insurance Institute.
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| Professional Affiliations |
- Authorised Representative of Financial Lifestyle Solutions
- Practitioner Member of Financial Planning Association of Australia Limited
 Fellow, Australia New Zealand Institute Insurance and Finance - Certified Insurance Professional
- Member, Insurance Society of Fellows
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| Professional Development |
Workshops, conferences and professional development days with key financial service providers covering diverse topics and subjects including but not limited to:
- professional development for planners and advisers
- investment and economic strategies
- superannuation strategies
- business risk
- corporate governance
- structured investments
- hedge funds
- risk symposiums
- superannuation and choice of superannuation
- industrial relations ^
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