Everest Wealth
Scott Taylor is a seasoned financial advisor with extensive experience in relationship management and business development. Currently serving as a Financial Advisor and Director at Everest Private Wealth and Diversifi Pty Ltd since August 2018, Scott has previously held roles at AMP and BT Financial Group, where responsibilities included managing key accounts, training staff, and overseeing relationships with advisers and dealer groups. Additionally, Scott worked as a Corporate Actions Administrator at RBC. Educational background includes studies at Cornerstone College and Kaplan Professional.
This person is not in the org chart
This person is not in any teams
Everest Wealth
At our core, Everest Wealth is a Financial Life Management Company with a strong desire to help our clients live richly (not die rich). We focus on what drives you, your values and how we can relate this into your financial life, without taking any unnecessary risks. We are based in Western Australia, however have clients all over Australia due to our great connections with the My Millenial Money & She's on the Money podcast teams. Our passion is assisting millenials & medicos to go further with their money. Visit our website where you can book an initial 15 minute phone call with one of our Advisers to take the first step in your financial journey! We specialise in: - Investments - Superannuation - Insurance - Estate Planning - Cashflow and Budgeting