Scott Palmer Grey Background
Practice Areas
Financial Planning
Wealth Management
Pension Solutions
UK Pension Transfers
Superannuation
Self Managed Superannuation Funds (SMSF)
Investments
Tax
Trust & Estate Planning

Scott Palmer MA APFS

International Financial Planner

I specialise in helping British expats in Australia to assess their options, optimise their UK pensions and investments, and create a robust financial plan for their future life.

Having relocated to Australia from the UK in January of this year, my family and I have already fallen in love with Sydney and the Central Coast.

I love being a Financial Planner and there is no other career I would rather have... except maybe, that of a professional footballer, or the lead guitarist in an international rock band!

My personal mantra is to "try to leave the world in a slighter better place than I found it".
I try to do this by helping people work towards securing their financial freedom, and making the life they want to live a reality.
Who wouldn’t want that?

Anyway, that’s enough about me, let’s talk about you. If you, or anyone you know, would like to have a chat about how I might be able to help you with your planning and your pensions, please feel free to call me on +61 2 9248 0169 or email me at [email protected]

Qualifications
Chartered Financial Planner (CII)
Advanced Diploma in Financial Planning (CII)
Diploma in Financial Planning (CII)
Certificate in Financial Planning (CII)
Award in Pensions Update (CII)
Certificate in Pensions Transfer Advice (CII)
Certificate in Life & Pensions (CII)
Kaizen & Standard Operations
MA Global Financial Management
BA (Hons) Financial Services
Office
Sydney
Scott Palmer Grey Background

Scott Palmer MA APFS

International Financial Planner

I specialise in helping British expats in Australia to assess their options, optimise their UK pensions and investments, and create a robust financial plan for their future life.

Having relocated to Australia from the UK in January of this year, my family and I have already fallen in love with Sydney and the Central Coast.

I love being a Financial Planner and there is no other career I would rather have... except maybe, that of a professional footballer, or the lead guitarist in an international rock band!

My personal mantra is to "try to leave the world in a slighter better place than I found it".
I try to do this by helping people work towards securing their financial freedom, and making the life they want to live a reality.
Who wouldn’t want that?

Anyway, that’s enough about me, let’s talk about you. If you, or anyone you know, would like to have a chat about how I might be able to help you with your planning and your pensions, please feel free to call me on +61 2 9248 0169 or email me at [email protected]

Practice Areas
Financial Planning
Wealth Management
Pension Solutions
UK Pension Transfers
Superannuation
Self Managed Superannuation Funds (SMSF)
Investments
Tax
Trust & Estate Planning
Qualifications
Chartered Financial Planner (CII)
Advanced Diploma in Financial Planning (CII)
Diploma in Financial Planning (CII)
Certificate in Financial Planning (CII)
Award in Pensions Update (CII)
Certificate in Pensions Transfer Advice (CII)
Certificate in Life & Pensions (CII)
Kaizen & Standard Operations
MA Global Financial Management
BA (Hons) Financial Services
Office
Sydney

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