A Certified Financial Planner, Scott brings a wealth of experience to the business having been advising to a wide range of clients for more than 10 years.
Most recently, Scott acted in a specialist role providing risk advice to business clients of NAB and prior to that held a position as a Manager in the financial planning division of Albury accounting firm WHK.
Areas of Expertise:
Scott specialises in all areas of wealth management including, but not limited to, personal risk insurance, SMSF compliance, estate & succession planning and investment.
our service offering
Our service offering is based on three key areas that will lead to growth and success in your business and your personal life. It seems simplistic, but we have seen it work many times over.
"Perta Thomson Partners are everything they say they are. They stick to the basics and break it down to achievable steps and have worked with us to grow our business to where we are today."
- Paula Latina & Melissa Crisafulli - D'Vine Ideas - Cobram
"We are happy to say we did not understand the value in setting goals or looking forward. When we approached the team at Perta Thomson Partners to assist with business succession, we soon realised how important planning and goals are to success!"
- Pat Diretto - Diretto Family Orchards - Cobram
"I have been with Perta Thomson Partners for a number of years, through the course of several businesses and investment interests which continue until today."
- Bill Dowling - Aquafil Fresh & Complete Display Equipment
"In 2005 our business was growing and we decided that a professional approach was needed for the accounting side of our business. We needed a corporate structure to incorporate the family partnership (farming) with other separate business entities."
- David Vaughan - FertGrain
"Working with Perta Thomson Partners has been a game-changer for me, my family and my business."