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SCC Financial Planners Pty Ltd is an integral division of the SCC Chartered Accounting business. Our focus is on providing sound long term and ongoing advice for clients.
Whether you are trying to build your investment assets or are in retirement, or planning for retirement, it is vital that you have regular reviews of your financial situation. It is extremely important that you monitor your strategy and investments on an ongoing basis.
As the government continues to change the rules relating to tax, superannuation, Centrelink and Veterans Affairs entitlements, our ongoing advice service becomes vital and valuable. We believe our most important service is our Ongoing Advice.
We provide the following products and services to our clients:
- Centrelink/Veterans Affairs reviews
- Investment advice – Direct shares, Unit Trusts (Managed Funds), Superannuation
- Establishment Of Self Managed Superannuation Funds, Employer Superannuation Funds And Personal superannuation Funds
- Savings Plans
- Life and Income Protection Insurance
- Nursing Home strategies
- Complying Income Streams
- Direct Share Advice
Our aim is to provide ongoing advice. We do not believe in investing and forgetting.
Why not contact our office and arrange an initial no obligation free consultation?
Our phone number is (03) 5201 1262 and our email address is financialplanning@scc.net.au
SCC Financial Planners Pty. Ltd. is an authorised representative (Licence Number 285489) with The Lonsdale Financial Group Limited (ABN 76 006 637 225) Australian Financial Services Licensee (Number 246934)
“I believe the biggest problem I see in people’s financial planning is the failure of many advisers not to keep the door open and offering vital ongoing advice. Unfortunately in some cases I have seen people miss out on the full benefits of what is on offer from the government. The government is notorious for changing rules and incentives and not communicating this to the potential beneficiaries. Our job is to know what is available and get you what you are entitled to.” – Mark Palmer
Mark Palmer has been SCC’s Financial Planner for seven years. Mark is an Authorised Representative (No. 263997) of Lonsdale Financial Group Limited.
Mark has been in the finance industry for 26 years and has the following qualifications:
- Bachelor of Commerce Degree from Deakin University
- Certified Financial Planner (incorporating a Diploma of Financial Planning)
- Certified Practicing Accountant with a financial planning specialisation.
Mark is also on the Board of the local Chapter of the Financial Planning Association.
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