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Scott Nowland

In building Ascent Financial Services into a successful financial planning business, Scott has drawn on his 24 years in-depth knowledge and experience in the financial services industry including eight years in senior positions with the Zurich Group.

Scott has:

• extensive experience in delivering successful financial solutions for clients
• profiling clients
• goal setting
• strategy development
• tax planning strategies
• portfolio construction
• investment strategies, including direct investments, managed funds, superannuation and property
• pre retirement strategies
• retirement options and Social Security

• 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

• Certified Financial Planner (CFP)
• Masters in Business Administration (MBA) specialising in funds management
• Graduate Diploma in Personal Financial Planning
• Executive Certificate in Insurance
• Fellowship of the Australian Insurance Institute
• Certified Practitioner of Neuro-Linguistic Programming

• Authorised Representative of Millennium3 Financial Services Pty Ltd
• 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

Professional development and technical training covering diverse topics and subjects including:

• professional development for planners and advisers
• investment and economic strategies
• superannuation strategies
• risk management
• business and personal risk insurance
• corporate governance
• structured investments
• alternative investments
• industrial relations