Scott Pantlin

Financial Adviser |
Scott Pantlin

As an Adviser, I want my clients to feel comfortable about their financial future.  It provides me with great satisfaction when we can work together to remove financial stress and ensure goals are achieved.

I love analysing various scenarios, taking into consideration the clients’ overall position, and finding the best outcome.

I believe in building a relationship through sharing experience, both the clients’ and mine, to create a safe space to be able to communicate on a deeper level. I like to explore the options and variables through analysing data as I’m a believer in ‘No Data, No Decision’.

I love my soccer and enjoy watching Liverpool play. Outside of that I play cricket and coach a senior men’s soccer team.  Travel is a big part of my life, as well as spending time with my family and friends.

I am authorised to provide advice on the following areas on behalf of Gild Wealth:

 

Financial Products

 

Life Products including:

  • Investment life insurance products
  • Life risk insurance products

Superannuation products, including:

  • Public Offer Superannuation Funds
  • Account Based Pensions
  • Self-Management Super Funds (SMSF)
  • Annuities

Managed investment products, including:

  • IDPS
  • Managed Trusts
  • Master Trusts, Wrap Facilities
  • Property Syndicates
  • Tax Effective Investments
  • Retirement savings accounts

Government Bonds, Stocks or Debentures Securities including:

  • ASX listed shares, instalment warrants & fixed interest

 

This Adviser Profile is part of the Gild Wealth Pty Ltd Financial Services Guide (FSG) and should be read in conjunction with this document. If you have any questions after reading the information provided, I am happy to discuss them with you.

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