Senior Financial Adviser

Scott James is a Financial Adviser at Wealth Financial, working with clients in the Devonport office. He joined Wealth Financial in 2007 and has 19 years’ experience in the financial planning industry. Previously he was the Financial Services Information Officer at Centrelink in Devonport for 5 of his 14 years in total with the Department. His extensive knowledge in this area is of great value to our clients.

He specialises in comprehensive retirement planning, crafting personalised plans to support financial security in retirement. That work includes navigating Centrelink benefits to help retirees understand and maximise their entitlements, and developing aged care financial strategies around funding options and asset management. He also provides guidance on superannuation contributions, withdrawals and tax-effective strategies, strategic investment advice to grow and protect retirement savings, and estate planning so clients’ wishes are honoured and their legacy is preserved.

He has also done extensive training in the Aged Care industry, is a Board Member for a local Aged Care Facility and is a Member of the Financial Advice Association of Australia (FAAA). He is committed to delivering personalised and empathetic financial advice, understanding that each client’s situation is unique. His goal is to empower clients with the knowledge and tools they need to make informed decisions about their financial future. By staying up-to-date with the latest industry trends and regulations, he ensures that his clients receive current and effective advice.

Advanced Diploma of Financial Services (Financial Planning)

Self Managed Superannuation Funds (SMSF) – UOA

Financial Advice Association Australia (FAAA) Practitioner – Financial Planner AFP