Scott Taylor

Scott Taylor Email and Phone Number

Director & Financial Adviser @ Everest Private Wealth
Scott Taylor's Location
West Leederville, Western Australia, Australia, Australia
Scott Taylor's Contact Details

Scott Taylor work email

Scott Taylor personal email

n/a
About Scott Taylor

After spending many years on the Product side of Financial Planning in 2018 I decided to start Advising directly to young Australians. This is where Alex Luck and I co-founded Everest Wealth. We are currently a team of 21 highly skilled and driven professionals keen to make a difference in our client's lives.At our core, Everest Wealth helps millennials and medical professionals accelerate their wealth creation journey whilst also protecting their most important asset; themselves. We accomplish our clients' goals through education and clear effective financial advice.Areas of expertise:• Investment• Superannuation• Property• Estate Planning• Risk Insurance• Cash flow plansIf you are looking to join an exciting and different Financial Planning practice as your next step in your career OR if you are looking for advice and want to know if we are the right fit for one another then please reach out to me.

Scott Taylor's Current Company Details
Everest Private Wealth

Everest Private Wealth

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Director & Financial Adviser
Scott Taylor Work Experience Details
  • Everest Private Wealth
    Financial Advisor
    Everest Private Wealth Aug 2018 - Present
    Perth, Western Australia, Australia
    View
  • Everest Private Wealth
    Director
    Everest Private Wealth Aug 2018 - Present
    Perth, Western Australia, Australia
    View
  • Diversifi Pty Ltd - 1300 55 99 49
    Financial Advisor
    Diversifi Pty Ltd - 1300 55 99 49 Aug 2018 - Present
    View
  • Amp
    Business Development Manager
    Amp Mar 2015 - Aug 2018
    Perth, Australia
    View
  • Bt Financial Group
    Business Development Manager - Bt Life
    Bt Financial Group Jun 2014 - Feb 2015
    Perth, Australia
    View
  • Bt Financial Group
    Account Manager
    Bt Financial Group Oct 2012 - Jun 2014
    Perth, Australia
    Relationship and practice management for Perth based advisers and dealer groups on the BT Wrap platform.
    View
  • Bt Financial Group
    Business Development Officer
    Bt Financial Group Feb 2011 - Oct 2012
    Perth, Australia
    Specialised in BT Wrap and BT Life in relationship management for our Perth based advisers. This included query management, staff training, sales pitches, introducing key note speakers and key account management
    View
  • Bt Financial Group
    Account Executive
    Bt Financial Group May 2007 - Feb 2011
    Adelaide, Australia
    Relationship management for some of BT's biggest key accounts including Count, IOOF Alliances, PIS and the internal distribution team. My role was to resolve queries from these dealer groups,add value through improvement initiatives and provide training for dealer group staff. I built and maintained key relationships for the BT business with our top dealer groups.
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  • Rbc
    Corporate Actions Administrator
    Rbc Jul 2006 - Apr 2007
    London, United Kingdom
    Worked within the corporate actions team to chase and input instructions from clients on Corp Actions in Europe and Canada.
    View

Scott Taylor Skills

Wealth Management Relationship Management Investments Financial Services Portfolio Management Business Development Retirement Planning Superannuation Investment Strategies Strategic Financial Planning Wealth Financial Advisory Financial Planning Retirement Investment Advisory Pensions

Scott Taylor Education Details

Frequently Asked Questions about Scott Taylor

What company does Scott Taylor work for?

Scott Taylor works for Everest Private Wealth

What is Scott Taylor's role at the current company?

Scott Taylor's current role is Director & Financial Adviser.

What is Scott Taylor's email address?

Scott Taylor's email address is sc****@****.com.au

What schools did Scott Taylor attend?

Scott Taylor attended Cornerstone College, Kaplan Professional.

What skills is Scott Taylor known for?

Scott Taylor has skills like Wealth Management, Relationship Management, Investments, Financial Services, Portfolio Management, Business Development, Retirement Planning, Superannuation, Investment Strategies, Strategic Financial Planning, Wealth, Financial Advisory.

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