Scott Malcolm, Cfp® , Rlp , Gaicd

Scott Malcolm, Cfp® , Rlp , Gaicd Email and Phone Number

Values Based Financial Life Planner | Public Sector Super Expert | Self Managed Super Specialist | Certified Financial Planner | Educator | Podcast Host @ Money Mechanics
act, australia
Scott Malcolm, Cfp® , Rlp , Gaicd's Location
Australia, Australia
Scott Malcolm, Cfp® , Rlp , Gaicd's Contact Details

Scott Malcolm, Cfp® , Rlp , Gaicd work email

Scott Malcolm, Cfp® , Rlp , Gaicd personal email

n/a
About Scott Malcolm, Cfp® , Rlp , Gaicd

I spend my life between Canberra and Melbourne or as I like to say I live in two of the best cities in the world! My passion is helping people to unpack their money stuff and build a framework aimed at achieving your plans in life! The values based methodology we use at Money Mechanics ensures your money is aligned to your life and what is important to you. I have been in the financial services industry since 2000 and I am an Authorised Representative (ASIC No. 262368) of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523.In 2005 I became the first Registered Life Planner (RLP) in Australia with the Kinder Institute of Life Planning (www.kinderinstitute.com) after completing the EVOKE training program in the United States and a 12 month mentorship program.I have been awarded the Self Managed Super Fund Specialist Advisor (SSA) with the Self Managed Super Fund Professionals Association of Australia and CERTIFIED FINANCIAL PLANNER (CFP) with the Financial Planning Association of Australia.I enjoy seeing people learn and understand more about money in their life and have been teaching at the Canberra Institute of Technology (CIT) and Laneway Learning in Melbourne on Financial Planning topics since 2007.If you want a second opinion on the strategies you currently have in place or want to grab a coffee let me know!

Scott Malcolm, Cfp® , Rlp , Gaicd's Current Company Details
Money Mechanics

Money Mechanics

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Values Based Financial Life Planner | Public Sector Super Expert | Self Managed Super Specialist | Certified Financial Planner | Educator | Podcast Host
act, australia
Employees:
4
Scott Malcolm, Cfp® , Rlp , Gaicd Work Experience Details
  • Money Mechanics
    Certified Financial Planner | Director | Founder
    Money Mechanics Mar 2009 - Present
    Canberra, Melbourne & Sydney, Australia
    We are specialist financial life planners in the areas of self managed super funds, public sector superannuation, wealth creation, salary sacrifice, gearing strategies, estate and risk management planning.Our values based financial planning approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals.We also offer Financial Well being and Literacy programs to employers in all sectors from Government to Health and Technology.
  • Looking Under The Hood - Unpacking Money With Scott Malcolm
    Host And Lead Money Mechanic
    Looking Under The Hood - Unpacking Money With Scott Malcolm Nov 2020 - Present
    The World
    As human beings we share a commonality. We are all born into the financial system in which we live. On a daily basis we make decisions on how we earn, spend, save, invest and give away our money as well as how willing we are to get into debt.Welcome to Looking Under the Hood – a podcast all about helping you to unpacking money so you can move towards financial freedom.I’m Scott Malcolm, I’ve always been curious to understand how things work. When I was a kid there was that one time, I pulled apart our family toaster to see how it worked – sorry again Mum and Dad!When I became a financial planner – fresh out of Uni in 2000 I had the same desire to get a deep understanding of the money stuff and how to make it work for you.What I have learnt and seen working with clients is that the Money stuff is no different. If you have an understanding of how the system works and how you relate to it, you can empower yourself for a better financial future.My aim of this podcast is to give you money insights as we ‘look under the hood’ and unpack how the financial system works, and provide some stories around clients situations I have worked with over the last few decades to give you greater understanding of you and the money in your life.We will kick of our first series to look under the hood and unpack money in the context of the Australian financial system. While tax and retirement systems change between countries the fundamentals and foundations of money are a shared human experience.Financial planning whether you are doing it yourself or paying for professional advice, is all about having a decision making framework in place to navigate your life transitions as you move through startup phase, accumulation phase and then into retirement or financial freedom phase.I look forward to taking on you a journey to unpack your money stuff and get the foundations in place to be living your ideal life!
  • Laneway Learning
    Educator
    Laneway Learning 2015 - Present
    Melbourne, Victoria, Australia
    Laneway Learning first started in Melbourne, Australia in March 2012, and has since spread to other cities, and even to other countries!We are committed to providing interactive, entertaining and affordable classes in anything and everything. We believe that everyone should have the chance to learn and to share their skills and knowledge. Our goal is to provide great classes, without the hefty price tag.We source our teachers from the community; experts, business owners or passionate amateurs alike, all with a desire to communicate knowledge or skills to each other. As well as creating a community, we love to give back and often host free classes or even all-day events.We care about accessibility, urban integration and sustainability. We tailor our classes to a wide audience, utilising unused or unexpected venues, and are always looking for ways to reduce our carbon footprint – and help our community do the same!The Laneway Learning community is made up of people from all different walks of life. We love to see people interacting with each other and breaking down social barriers through learning.Since 2015 I have facilitated the following courses with Laneway learning:- Cashflow where does it go? - Making Super super! - Investment for everyone!
  • Cit Solutions
    Educator
    Cit Solutions 2007 - Present
    Bruce, Australian Capital Territory, Australia
    Whether you are after a recreational short course in the Canberra Region or professional development training delivered anywhere in Australia, Short Courses by CIT Solutions can offer you an enriching and rewarding experience that truly meets your needs.Our recreational short courses are taught by passionate tutors who love what they do and are bursting to share their skills. Since 2007 I have lectured and facilitated a variety of courses in money at CIT Solutions including topics of:- maximise your money- understanding super- your cash matters - investment for everyone
  • Fuse Magazine
    Finance Writer
    Fuse Magazine Mar 2010 - Present
    Since 2010 I have written the regular ‘Money Shot’ for FUSE Magazine. LGBTIQA+ Lifestyle Magazine in Australia.
  • Financial Planning Association Of Australia
    Assessor
    Financial Planning Association Of Australia Sep 2014 - Dec 2021
  • Conscious Money
    Senior Financial Planner
    Conscious Money Jun 2002 - Mar 2009

Scott Malcolm, Cfp® , Rlp , Gaicd Skills

Financial Advisory Strategic Financial Planning Wealth Investments Superannuation Financial Planning Finance Financial Services Wealth Management Investment Strategies Portfolio Management Retirement Planning Wealth Management Services Income Protection Estate Planning Smsf Investment Advisory Mutual Funds Wealth Accumulation Insurance Asset Management Pensions Funding Equities Retirement Financial Planners Securities Asset Allocation Strategy Financial Risk Financial Advice Coaching Personal Financial Planning Personal Finance Budgets Investment Management High Net Worth Individuals Life Insurance Savings Budgeting Mentoring Asset Managment

Scott Malcolm, Cfp® , Rlp , Gaicd Education Details

Frequently Asked Questions about Scott Malcolm, Cfp® , Rlp , Gaicd

What company does Scott Malcolm, Cfp® , Rlp , Gaicd work for?

Scott Malcolm, Cfp® , Rlp , Gaicd works for Money Mechanics

What is Scott Malcolm, Cfp® , Rlp , Gaicd's role at the current company?

Scott Malcolm, Cfp® , Rlp , Gaicd's current role is Values Based Financial Life Planner | Public Sector Super Expert | Self Managed Super Specialist | Certified Financial Planner | Educator | Podcast Host.

What is Scott Malcolm, Cfp® , Rlp , Gaicd's email address?

Scott Malcolm, Cfp® , Rlp , Gaicd's email address is sc****@****.com.au

What schools did Scott Malcolm, Cfp® , Rlp , Gaicd attend?

Scott Malcolm, Cfp® , Rlp , Gaicd attended University Of Canberra, Deakin University, Australian Institute Of Company Directors, Kinder Institute Of Life Planning, Kaplan Professional.

What are some of Scott Malcolm, Cfp® , Rlp , Gaicd's interests?

Scott Malcolm, Cfp® , Rlp , Gaicd has interest in Civil Rights And Social Action, Environment, Human Rights, Poverty Alleviation.

What skills is Scott Malcolm, Cfp® , Rlp , Gaicd known for?

Scott Malcolm, Cfp® , Rlp , Gaicd has skills like Financial Advisory, Strategic Financial Planning, Wealth, Investments, Superannuation, Financial Planning, Finance, Financial Services, Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning.

Who are Scott Malcolm, Cfp® , Rlp , Gaicd's colleagues?

Scott Malcolm, Cfp® , Rlp , Gaicd's colleagues are Wes Dog.

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