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SCC Financial Planners

SCC Financial Planners works in synergy with some of Geelong's leading public practice accounting firms. Together we can offer a complete financial service designed to meet your needs. Our focus is on providing sound long term and ongoing advice.

Whether you have just started work or you need investment advice to build your investment assets, or you are in retirement or planning for retirement, it is vital that you have regular reviews of your financial situation. It is extremely important that you monitor your strategy and investments on an ongoing basis.

As the government continues to change the rules relating to tax, superannuation, Centrelink and Veterans Affairs entitlements, our ongoing investment advice becomes vital and valuable. We believe our most important service is our Ongoing Advice.

SCC Financial Planners

We provide the following products and services to our clients:

  • Centrelink/Veterans Affairs reviews
  • Investment Advice - Direct Shares, Unit Trusts (Managed Funds)
  • Personal Superannuation Funds
  • Savings Plans and Budgeting Advice
  • Self Managed Superannuation Funds
  • Employer Superannuation Funds
  • Life and Income Protection Insurance
  • Nursing Home Strategies
  • Complying Income Streams
  • Stockbroking


Our aim is to provide ongoing advice. We do not believe in investing and forgetting. 

Learn more about our team

Here's how to get in touch with one of our planners.

Liability limited by a scheme approved under Professional Standards Legislation.