Scott Keefer is the owner and principal adviser in the firm. He has completed a number of degrees related to financial management including a Master of Financial Planning and Bachelor of Commerce. He also holds a Graduate Diploma of Education. Scott is currently a candidate in the Chartered Financial Analyst (CFA) program and has passed the first of three levels.
He is an Authorised Representative (329574) and Credit Representative (403292) of FYG Planners Pty Ltd, AFSL/ACL 224 543.
Prior to joining the business, Scott was involved in secondary education where he held middle management positions in schools in Brisbane and Jakarta, Indonesia. Part of these experiences involved teaching students about Business Management and Economics principles.
Scott is a co-author of the book 'It's Time You Knew the Truth: Building Investment Portfolios That Work' and 'A Clear Direction - Your Guide to Being a Successful CEO of Your Life'. He has a passion to work with people at all stages of the financial planning process helping them to build successful financial solutions through well structured investment portfolios.