Scott Middleton Email and Phone Number

I am focused on clients experiencing their desired outcomes based on their personal values rather than on what outsiders would impose on them as being important.Many in the financial services industry focus on making what they believe to be the best investment solutions possible and then rolling this out to as many investors as possible.Sadly this often ends up guiding many different shaped clients into one fixed size hole, that most certainly hasn't been designed to fit their own personal values and goals.I am passionate about taking the time with clients to work through their own values, what is genuinely important to them and what are the outcomes they really want to achieve, so I can then help them use their resources to most consistently conform to their own values and achieve what they want.Thus the end result is reshaping solutions at an individual client level to the shape of each individual client.

I am focused on clients experiencing their desired outcomes based on their personal values rather than on what outsiders would impose on them as being important.Many in the financial services industry focus on making what they believe to be the best investment solutions possible and then rolling this out to as many investors as possible.Sadly this often ends up guiding many different shaped clients into one fixed size hole, that most certainly hasn't been designed to fit their own personal values and goals.I am passionate about taking the time with clients to work through their own values and what is genuinely important to them and then helping them use their resources to most consistently conform to their own values.Thus the end result is reshaping solutions at an individual client level to the shape of each individual client.

Owner of joint financial planning, mortgage broking, accounting, investment property advice business.Responsible officer of Australian Financial Services Licensee (2006-2009).Head of Licensee Investment Committee, responsible for analysis regarding security valuation, asset allocation, portfolio optimization and performance measurement.Responsible for rebalancing all clients' portfolios, along with analysing and evaluating client performance reports.Managed and trained a team of financial advisers.SMSF advice specialist.Conducted educational seminars for clients and prospective clients on various investment and financial planning topics

One of twelve senior financial planners chosen from all the bank licensees and some independents throughout Australia to meet with MLC CEO and senior product management for two days, at a minimum every quarter.Our role was to assist MLC to improve their advice model, asset management, risk offering and product development.