About Centurion Finance

Financial Planning for 40 years

Centurion Financial Group Pty Ltd has been in the Financial Planning business for over 40 years is a firm that prides itself on delivering quality advice and ongoing service to its customers.

Our client service proposition is centred on delivering a market leading Financial Planning experience to our clients. This process involves constant communication, review and monitoring of portfolio structure and performance together with a drive to ensure clients continue progressing to the achievement of their goals.

Our firm believes that the Financial Planning process is one of strategy development and ongoing progress monitoring.

There will be times when personal events or external factors create a need for alterations to objectives and consequently result in changes to strategy, and it is our role to incorporate these developments into our client’s plans.

Axiom Building, Wheelers Hill 

Importantly, we do not see ourselves as investment managers, nor do we want to position ourselves as the deliverer of investment outcomes. In line with these beliefs, we engaged our investment management team to develop a suite of Template portfolios for use within the Group.

These templates now form a cornerstone for our advice model. Every new client is placed in a Template and every existing client is moved onto a Template on review.

It is our objective to expose every active client to our Templates and seek to move them away from a bespoke investment allocation process.

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Read more about how Scott solved finance problems for these people:

+ Peter Hendricks & Anna Woodford
+ Christopher & Tania Banks
+ Stephen & Nicole Collingwood
+ David House
+ Judy Peters
 

Scott McDonald

Dip. FS(FP), Adv. Dip. FS(FP)

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Scott McDonald

Scott has 19 years financial experience having commenced in the industry as an Insurance and Investment Adviser.

Through these years of experience he has continuously developed and enhanced his skills and expertise in the field.

He not only provides strategic Financial Planning advice to Individuals, he also advises a number of Corporations with regards to their Investment Portfolios, their company Superannuation Funds and their Key Person Risk Management requirements.

Scott is also qualified to advise on Self Managed Superannuation Funds.

Scott is an AFP® member of the Financial Planning Association of Australia and holds a Diploma and the industry prestigious Advanced Diploma in Financial Planning. [click for his profile]

He is currently studying to complete the Certified Financial Planning Certificate which internationally marks and represents the highest professional certification that can be awarded to a Financial Planner.

He is heavily involved in charity work through Save the Children Charity Fund.

For more information
on how we can help you
please contact us on 03 9562 2244
or Email Us by clicking here.

The Planning Process

We will create a plan that is tailored to your circumstances. There are five key stages in the planning process.

The Planning Process