logo of Warrington Scott financial advisers - Sydney, Goulburn

Financial advice, superannuation advice, succession planning, estate planning - Sydney, Goulburn

  • Sydney: 02 9386 5968
  • Goulburn: 02 4821 1788

About Warrington Scott

Warrington Scott Pty Ltd (Warrington Scott) is a boutique financial services company initially established in Canberra in 2000, expanding to the Eastern Suburbs of Sydney in 2004 and then Goulburn in 2013. We are dedicated to assisting our clients to create, manage and protect their wealth and, when the need arises, ensure the most effective transfer of their wealth.

As a snapshot, Warrington Scott:

  • consists of a dynamic team of professionals
  • is not owned by a bank or fund manager
  • is highly respected in the financial services industry
  • meets the needs of a diverse group of clients
  • advises clients throughout Australia and overseas
  • manages client investment portfolios to the value of approximately AU$170 million
  • provides advice on savings, investment, superannuation and personal insurance
  • develops strategic financial plans that are client focused
  • offers comprehensive financial services to clients
  • provides regular individual client portfolio reviews
  • issues market commentaries and updates to clients
  • holds an Australian Financial Services Licence (AFSL 227 168)
  • is a Professional Practice Member of the Financial Planning Association of Australia.
Our team

Warrington Scott is headed by two principal financial consultants (financial advisers), Daniel Sharp in the Sydney office and Prue Martin (nee Riley) in the Goulburn office. In addition, Warrington Scott has a dedicated team of professional administrative staff.

Meet our team

Our philosophy

In order to provide clients with appropriate strategies and services we must first understand their financial and personal circumstances, their needs and objectives, and their risk profile. This knowledge underpins all our advice, from investment recommendations that present value and opportunity, to insurance recommendations that adequately protect their personal and financial position. We work with clients to devise the most effective structures to manage their assets, minimise their liabilities, and reduce their risk, now and into the future.

Our aim is to establish an effective and meaningful long-term relationship with our clients.

Find out more about our philosophy

Our process

We appreciate that each client is unique, with their own particular financial circumstances, needs and goals. Understanding our clients' needs is paramount to appropriately tailoring strategies and services. We get to know our clients through in-depth discussions and from documentation they provide. We also regularly review these strategies to ensure they continue to be appropriate.

Learn about our process