Mark Ford CFP®
Director and Senior Adviser
Mark commenced his Financial Planning career in 1990 and has been a practicing Certified Financial Planner® (CFP®) since 1999. Mark has extensive experience in all forms of Financial Planning, whether it be the early stages of wealth creation, or preparing strategies for clients addressing their Retirement and Estate Planning needs.
Mark also advises on Business Succession Planning and has excellent knowledge of asset structures such as trusts, companies and superannuation, including SMSFs. Mark is also an inaugural member of the Portfolio Construction Academy based in Sydney.
Tim Scott CFP®
Director and Senior Adviser
Tim is a Certified Financial Planner® (CFP®) and has been an active Financial Planner since November 2000. Tim has extensive experience in all areas of Financial Planning, whether it be the early stages of wealth creation, or preparing strategies for clients addressing their Retirement & Estate Planning needs. Tim also advises on Business Succession Planning and has an excellent knowledge of asset structures such as trusts, companies and superannuation including Self-Managed Superannuation Funds.
Tim maintains a strong interest and a wealth of knowledge in Portfolio Construction which is enhanced by attending the Portfolio Construction Forum in Sydney several times each year.
Luke Oakes BEc, Adv DipFS
Luke has over 10 years’ experience in the Financial Services Profession and holds a Bachelor of Economics from the University of Tasmania, an Advanced Diploma of Financial Services and SMSF Accreditation. He is also a practicing member of the Financial Planning Association of Australia (FPA).
Luke specialises in wealth creation and retirement planning strategic advice. Luke also has extensive experience in using insurance strategies to implement wealth protection advice. Luke has won industry awards for his commitment to education and advice.
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The CFP Practitioner
Australian consumers should check the qualifications of their financial planners to ensure they are receiving the highest levels of ethical and professional advice.
The CERTIFIED FINANCIAL PLANNER (CFP®) designation is the only qualification for financial planners that is recognised worldwide, requiring financial planners to adhere to high professional and ethical standards. By meeting the ongoing competency requirements of continuing professional development and by adhering to the FPA’s Code of Professional Practice, the financial planners at Ford Scott demonstrate to our clients that we have voluntarily agreed to meet high standards of professionalism in a changing financial world.