Our Ethos.
Centurion Financial Group has been in the financial planning business for over 40 years. We are a firm that prides ourselves on delivering quality advice and ongoing service to our existing and prospected clientele throughout Melbourne. Our client service proposition is centred on delivering not only market leading financial planning advice but also ensuring you are set up for success in your later years with our retirement planning, superannuation, risk insurance and investment strategy for the years to come. Our process involves constant communication, review and monitoring of portfolio structure and performance together with a drive to ensure our clients continue progressing to the achievement of your goals.
Financial planning 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. 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 are engaged with 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 where every new client is placed in a template and every existing client is moved onto a template on review.
Financial planning 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. 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 are engaged with 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 where every new client is placed in a template and every existing client is moved onto a template on review.
Meet Scott McDonald.
With over 23 years financial experience having commenced as an insurance and investment advisor. Throughout the years of experience, he has continuously developed and enhanced his skills and expertise in the field. Scott 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. Specialising in not only financial planning and retirement planning Scott is also qualified to advise on superannuation and managed investment funds. Scott is an AFP member of the Financial Planning Association of Australia and holds a Diploma of Financial Planning and the industry prestigious Advanced Diploma in Financial Planning. Scott is also finishing of his post graduate Diploma of Financial Planning of which internationally marks and represents one of the highest professional certification that can be awarded to a financial planner.
Scott McDonald
Dip. FS(FP), Adv. Dip. FS(FP)
Meet Scott McDonald.
With over 23 years financial experience having commenced as an insurance and investment advisor. Throughout the years of experience, he has continuously developed and enhanced his skills and expertise in the field. Scott 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. Specialising in not only financial planning and retirement planning Scott is also qualified to advise on superannuation and managed investment funds. Scott is an AFP member of the Financial Planning Association of Australia and holds a Diploma of Financial Planning and the industry prestigious Advanced Diploma in Financial Planning. Scott is also finishing of his post graduate Diploma of Financial Planning of which internationally marks and represents one of the highest professional certification that can be awarded to a financial planner.
Scott McDonald
Dip. FS(FP), Adv. Dip. FS(FP)