We believe in balance. Our aim is to help our clients secure their future while enjoying their lifestyle today.
Scott Levingston Authorised Representative No. 343640, has more than 25 years of dedicated work in the financial advice and mortgage broking fields, as well as consistent work with hundreds of clients. We offer a broad range of knowledge and expertise to assist our clients to achieve their financial, business, and legacy goals.
At Seek Financial Advice and Mortgage Link, we help executives, founders, entrepreneurs, businesses, and individuals to build, preserve, and manage their wealth. We work with clients from all around Australia and we are based in Melbourne.
We use advanced wealth planning solutions, customised for every client’s specific needs and goals so that they maximise their outcomes and focus on what they do best. Our services assist with wealth creation, business growth, enjoyment, and a piece of mind.
Being a successful and award-winning business owner, Scott is passionate about helping other business owners grow their businesses and structure their planning to maximise their legacy.
Our specialties are:
- Assisting executives to create and manage wealth and legacies
- Assisting businesses to fund and invest to grow and expand
- Protecting wealth in businesses and for individuals
Scott’s qualifications are:
- Graduate Diploma in Financial Planning
- Bachelor of Economics (Banking and Finance)
- FASEA (Financial Adviser Standards and Ethics Authority) exam completed
- Australian Government legislated education requirements for Advisers completed (due by 2026)
- Various Industry education specialties completed
Awards:
- Total Financial Solution (TFSA 2012) National Award for Business/Practice Growth
We’d love to help you to grow your business and wealth. Fill out the contact form, give us a call, or schedule a time for a complimentary consultation. We look forward to hearing from you.
