Owner and Director
Financial Planner Melbourne and Canberra
Scott has been in the financial services industry since 2000 and prior to starting Money Mechanics was senior financial planner for another national firm. Scott is an Authorised Representative (ASIC No. 262368) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523. Scott is a Registered Tax Practitioner (Financial Services) Tax Agent Number 24653755.
In 2005 he became the first Registered Life Planner (RLP) in Australia with The Kinder Institute of Life Planning, after completing the EVOKE training program in the United States and a 12 month mentorship program. In 2009 he completed training with The Money Coaching Institute and is enjoys learning all he can about the Life Planning methodology and the psychology around people’s relationship with money.
Scott has been awarded the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP) certification through the Financial Planning Association of Australia SMSF Specialist Advisor® (SSA) with the Self Managed Super Fund Association (SMSFA).
Scott is passionate about financial literacy and education and has been running courses at the Canberra Institute of Technology (CIT) and Laneway Learning Melbourne on Financial Planning and Money topics since 2007.
In 2010 completed his Certificate IV in Workplace Training and Assessment.
Scott sits on not for profit community boards and is a true believer in a ‘practicing what I preach‘ mentality. As a result, Scott has investments in the property and share markets along with having his own family Self Managed Super Fund while also enjoying work-life balance. He believes everyone should try to spend time enjoying the best of career advancement and work life as well as their family life.
Financial Planner Newcastle
Steve is a Certified Money Coach® (CMC) awarded by The Money Coaching Institute and has a passion for helping people with the subconscious and emotional reasons we don’t always do what we know we should with the money that flows through our lives.
Steve is an Authorised Representative (ASIC No. 1251188) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523. Steve is a Registered Tax Practitioner (Financial Services) Tax Agent Number 25835129.
Steve has been in the financial services industry since 2010 and prior to joining Money Mechanics gained experience in business, banking, and finance as well as both supporting and advising roles in a boutique financial planning practice
For more details about Steve visit our page for financial planning Newcastle.
Clare is based in Canberra and has been involved in the Financial Services Industry for over 16 years.
Clare has a bachelor of Agricultural Economics, a Diploma of Financial Planning and is currently completing the Certified Financial Planner designation and a certificate in life coaching.
Clare is an Authorised Representative (ASIC No. 434278) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523.
Client Administration Team
Jo Mari Kris de Paz – Financial Planning Assistant
Jo Mari has a solid background in Customer Service and holds a Bachelors Degree in Business Administration. Her experience includes excellence in client service – always seeking to exceed client expectations. Her strengths are attention to detail, communication and multi-tasking.
Jo Mari’s role is to assist the team with the day-to-day client administration within the business and to ensure the smooth running of the back office processes.
Outside of work, Jo’s enjoys time with her family and listening to music. Jo’s Favourite saying is “enjoy the little things that life will give you”!