Scott Everingham

Certified Financial Planner®, GDip FP

Adviser since: 2000

Scott’s career spans market cycles, regulatory change, and evolving investment structures, shaping a measured and methodical approach to advice. He is particularly focused on helping clients understand their decisions clearly, taking time to explain strategy and trade-offs rather than rushing outcomes.

Contact

Suite 2, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227

More about Scott Everingham

Scott Everingham is FinPlan’s Head of Strategic Advice with over 20 years’ experience in the financial services industry. Scott was awarded a Professional Excellence Award in 2005 for his excellence in customer service and commitments to values and a High Performance award in 2009 for his efforts during the GFC.

Specialties and Areas of Expertise

Finplan specialises in investment and retirement planning solutions, provided in a clear and uncomplex manner.

Professional Standards You Can Trust

Qualifications & Memberships

Credentials

Certified Financial Planner (CFP®)
Graduate Diploma of Financial Planning (GDip FP)
Chartered Retirement Planning CounsellorSM (CRPC®)

Qualifications in

Self-Managed Super Funds
ASX Accredited Listed Products (direct shares)
Geared Investments
Is a Commissioner for Declarations (C.dec).

Scott is a registered Tax (Financial) Adviser with the Tax Practitioners Board and has been a member of the Financial Planning Association of Australia (FPA®) since 1999 and is committed to the FPA’s Code of Ethics and Rules of Professional Conduct. Scott is an Authorised Representative of Libertas Financial Planning Pty Ltd (AFSL 429718).

Industry Recognition & Awards

Professional Excellence Award in 2005 for his excellence in customer service and commitment to values
High Performance award in 2009 for his efforts during the GFC

Testimonials

“We have been working with Scott for over 6 years and it is clear his advice has been both sound and complete. He has listened to our requirements and we have an open and frank discussion about what our goals are. If you have a fair bit invested in your super then Scott is very capable of helping you reaching your goals.” ~ James, 56 – 65 years

“Scott has been my planner for several years and all aspects of his advice and service have been exceptional , amazing attention to detail and communication skills have resulted in excellent results i am totally satisfied with all aspects of our client planner relationship” ~ Danny, 56 – 65 years

“Scott is without doubt, the most effective professional I have ever dealt with. His knowledge of products and their application is spot on. His understanding of markets and risk is exceptional. I would have no hesitation recommending Scott to anyone seeking help managing their financial affairs.” ~ Roger, 56 – 65 years