Scott Middleton
About Scott Middleton
Scott Middleton serves as a Technical Team Lead at KPMG Australia and has extensive experience in financial planning and advice remediation. He has held various roles in the financial sector, including positions at VicSuper, and has a strong background in project management and stakeholder engagement.
Work at KPMG Australia
Scott Middleton has been serving as a Technical Team Lead at KPMG Australia since 2021. In this role, he is responsible for overseeing technical projects and ensuring their successful execution. His tenure at KPMG has contributed to his extensive experience in the consultancy sector, particularly in Melbourne, Victoria.
Current Role at Big 4 Consultancy Firm
In addition to his position at KPMG, Scott Middleton has worked as an Advice Remediation Manager at a Big 4 Consultancy Firm since 2019. His responsibilities include managing advice remediation processes, focusing on compliance and quality assurance in financial advice. This role has further solidified his expertise in the financial services industry.
Education and Expertise
Scott Middleton studied at Deakin University, where he achieved a CFP in Financial Planning from 2004 to 2006. He has also pursued studies at the Financial Planning Association and Geelong College. His educational background supports his expertise in financial planning, including areas such as superannuation, investments, retirement planning, and taxation.
Background in Financial Services
Scott Middleton has a significant background in financial services, having worked at VicSuper in various roles. He served as Team Leader for Super Advice from 2006 to 2015, then as Manager of the Advice Center and Business Development from 2015 to 2017. His experience includes advising clients and managing teams, enhancing his skills in stakeholder management and business development.
Proven Track Record in Advice Remediation
Scott Middleton has a proven track record in advice remediation, particularly in superannuation, investments, retirement planning, SMSF, and margin lending. His ability to build trusted relationships on a national level has been instrumental in his business development efforts, ensuring that projects are delivered on-time and under-budget while maintaining high quality.