First Class Wealth

Other companies in Parramatta

Description

The team at First Class Wealth pride themselves on working with you to identify your goals and then helping you reach them through quality advice. The team are passionate about delivering first class advice and services to our clients which is created through a solid foundation of identifying your needs, your position, your values and then working with you to reach your desired goals. Scott Miller Director & Financial Adviser Scott Miller is a Financial Adviser and a member of the Financial Planning Association of Australia.
Scott has a Bachelor of Business & Commerce (Banking & Finance) and a Diploma of Financial Services (Financial Planning) under his belt and he is passionate about providing clients with quality advice. Scott’s approach to financial planning is first about determining what you want out of your life, and once your lifestyle objectives are identified, then constructing the financial foundation to meet your life goals becomes a lot easier.
Scott believes the ongoing relationship between the adviser and client to monitor the progress towards your goals on a regular basis is the key to building and preserving wealth over time. Comments are closed.

Keywords: Financial Planning Consultants, Financial Planning Advisors
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