Company Background

Ford Scott Financial Planning is an emerging player in the Tasmanian Financial Planning market. Initially, established 1987 as part of accounting firm Lorkin Delpero Harris (LDH) the company is now co-owned by established planners Mark Ford and Tim Scott, and hence the recent name change from LDH Financial Planning to Ford Scott Financial Planning. Mark, remains as the original planner when LDH first established its financial planning arm and has along with Tim Scott extensive experience in financial planning.

As a firm we have extensive expertise in:
* Investment Planning advice
* Retirement Planning
* Corporate Superannuation advice
* Wealth Accumulation Strategies and Regular Savings Plans
* Personal Superannuation advice
* Personal Risk Insurance including Life, Disability and Income Protection
* Business Risk Protection and Succession Planning
* Centrelink advice
* Estate Planning
* Tax Effective Investment Strategies
* Direct Equities
* Hybrid Securities
* Structured Investment Offerings
* Self Managed Superannuation Funds (SMSF)
* Business Succession Planning

The Partners

Mark Ford - Senior Partner

Mark has been planning since 1990 and is a qualified CFP. Mark has extensive experience in Retirement & Estate Planning - at or post retirement, Business Succession Planning and has excellent knowledge of asset structures such as trusts, companies and superannuation, including SMSF's.

Tim Scott -Senior Partner

Tim is currently completing his studies for CFP and has been planning since 2000. Tim has extensive experience in Business Succession Planning, gearing strategies, tax effective investing, Wealth Creation & Lifestyle planning including excellent knowledge of asset/ownership structures such as trusts, companies and superannuation including SMSF's. Tim also heads the investment reviews and tactical allocation for the firm. This knowledge & experience was attained during his 3 years with BT Funds Management in Melbourne.

Our Mission Statement:

"To provide professional services in financial planning, with the wellbeing, comfort and security of each client at the forefront of our advice"

Our Vision Statement:

At Ford Scott Financial Planning we strive for continued business development while maintaining the highest standard in personal client service.

It is our vision that we be:
* The Financial Planning organisation of choice in the Southern Tasmanian region.
* A financial planning business offering security to our clientel, while offering the opportunity to assist grow the wealth of our clients.
* A truly Tasmanian company offering career development opportunities to the people of Tasmania in the field of financial services.

Our Dealer Group

Securitor is an Australian Financial Services Licensee and a principal member of the Financial Planning Association (FPA). Securitor is a national company and a member of Sealcorp Holdings group of companies, which also includes Asgard Capital Management Limited.