About Scott Taylor
Having joined the financial services industry after completing a physics degree, Scott Taylor has over 30 years of experience and has established a wide-range of expertise as a Chartered Financial Planner.
A passionate spokesman for fee-based advice Scott is an advocate of better deals for investors. He believes in driving the finance industry towards a more ethical and holistic approach which provides the best possible service to clients is the industry’s only objective.
Scott is principally involved in client relationships, practice management and business development. Scott specialises in investment strategies and retirement planning.
His main interests outside work are history, travel, music and learning Italian. He uses the excuse of being a father to two young children as the reason for curbing his cycle racing days.
About Duncan Miles
Duncan is a Chartered Financial Planner and has extensive knowledge of the financial services industry. He studied economics at degree level and then completed a Masters in money, banking and finance.
Duncan provides technical analysis on an on-going basis for all of our clients. Duncan also sources up to date information on the marketplace, products and options. This enables the advisory team and you, the client, to understand your current situation and consider all the financial options available to you.
Duncan holds a Diploma in Financial Planning, the Investment Management Certificate (IMC) and is also a Chartered Financial Planner. Duncan works closely with Scott to deliver high quality investment solutions to clients. When he’s not hard at work Duncan maintains a good work/life balance with lots of swimming, reading and travelling.
About Susi Taylor
Susi has 10 years of experience in the financial services industry. Primarily involved behind the scenes in the areas of compliance and marketing, she also implements our treating customers fairly initiative.
Originally hailing from Western Australia, Susi brings sound business development and management skills to the team. Since joining Scott and Duncan in 2003 she has turned her hand to co-ordinating the compliance initiatives for the firm and holds a Chartered MCSI in the specialty area of Investment Compliance with the Chartered Institute for Securities & Investment.
At this phase in her life, Susi’s leisure time is devoted mostly to her two small children. She also appreciates time for the simple pleasures like listening to music, reading and catching up with girlfriends.