SCOTT JAMES DOUGLAS

Financial Adviser · Sydney, NSW

Registered

Registration Number

000407491

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1999

Registration Date

01/07/2011

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

1991 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Sydney
1996 - CPA - Professional Designations - CPA
2001 - CERTIFIED FINANCIAL PLANNER - Professional Designations - FPA
2001 - CPA-PFP - Professional Designations - CPA
2002 - CPA - Financial Planning Specialist - Professional Designations - CPA
2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2021 - Professionalism and Ethics in Advice - Bridging Course - Ethics - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.