A Clear Direction Financial Planning

A Clear Direction Financial Planning
A Clear Direction Financial Planning
Financial Services-MILTON, QLD
Financial Services-Milton, QLD
Welcome to the website of A Clear Direction Financial Planning. If you are looking for professional financial advice, free from any bias, at a fair price, then you have come to the right pla..
1 Park Rd, Milton, Qld, 4064.
1 Park Rd, Milton, Qld, 4064.
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Welcome to the website of A Clear Direction Financial Planning. If you are looking for professional financial advice, free from any bias, at a fair price, then you have come to the right place.

Scott Keefer is the owner and principal adviser in the firm.  He has completed a number of degrees related to financial management including a Master of Financial Planning and Bachelor of Commerce.  He also holds a Graduate Diploma of Education.  Scott is currently a candidate in the Chartered Financial Analyst (CFA) program and has passed the first of three levels.

He is an Authorised Representative (329574) and Credit Representative (403292) of FYG Planners Pty Ltd, AFSL/ACL 224 543.

Prior to joining the business, Scott was involved in secondary education where he held middle management positions in schools in Brisbane and Jakarta, Indonesia.  Part of these experiences involved teaching students about Business Management and Economics principles.

Scott is a co-author of the book 'It's Time You Knew the Truth: Building Investment Portfolios That Work' and 'A Clear Direction - Your Guide to Being a Successful CEO of Your Life'.  He has a passion to work with people at all stages of the financial planning process helping them to build successful financial solutions throughwell structured investment portfolios.

 Scott Francis - Financial Education Consultant 

Scott Francis is the Financial Education Consultant the firm utilises to seek insights regarding financial planning and investing.  He has been an experienced financial advisor having worked for three premier financial planning companies and has completed a number of degrees related to financial management.  These include an Advanced Diploma of Financial Services, a Bachelor of Business Management, a Master of Financial Planning, an MBA and a Master of Commerce.

He came into the financial services industry at a time when an ASIC and Australian Consumer Association labeled it as being 'structurally corrupt' largely because of the commission arrangements in the industry. He agreed with that assessment - hence his desire to build an independent financial planning firm.  Through his study Scott was exposed to the academic literature on portfolio management and particularly on the long term performance of managed funds.  The conclusions in the literature is clear - even though these products are popular in the the financial service industry, they are not the best way to manage peoples money.  This was the impetus for Scott to assist in the development of the research driven approach to investing that is described in the 'Portfolio Management' section of this website.

Scott is the author of the books 'A Clear Direction - Your Personal Finance Guide', 'High Income Investing - How to be Relaxed and Comfortable' and 'A Clear Direction - Your Guide to Being a Successful CEO of Your Life'.  He has also contributed to Alan Kohler's book 'The Eureka Way', is a regular contributor to Alan Kohler's Eureka Report and is a regular guest on ABC Queensland radio's Weekends with Warren program.

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