About Scott Taylor
Having joined the financial services industry after completing a physics degree, Scott Taylor has over 35 years of experience and has established a wide-range of expertise as a Chartered Financial Planner and a Chartered Wealth Manager.
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. Scott holds exceptional professional qualifications representing the pinnacle of titles that can be awarded to individual financial services advisors, and additionally has completed his Masters in Wealth Management.
His main interests outside work are history, travel, music and learning Italian. Scott is a passionate road cyclist who trains regularly to keep fit and active.
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 and has worked in financial services for over 20 years since then.
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 is a devoted daddy to two little boys who keep him on his toes outside of the office.
About Susi Taylor
Completing the exceptionally qualified team, Susi has over 15 years of experience in the financial services industry. Primarily involved behind the scenes in the areas of compliance, Susi undertakes most of the supporting functions and projects within the team and works as a para-planner to Duncan and Scott.
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 gained the globally recognised CISI Diploma in Investment Compliance, and is now a Chartered Fellow of the Chartered Institute for Securities & Investment.
At this phase in her life, Susi uses her leisure time to either keep fit with a mix of cycling, Yoga, Pilates and jogging or relaxing with friends and family.