Ethics, honesty and preservation are the three key values that helped Scott Miller, a director and financial adviser at First Class Wealth, to win the Young Achiever of the Year award.
Miller said that these values had become the foundation of his business, stressing that it was always very important to him to be honest with his clients and ensure clients preserved their financial position even in the worst case scenario.
“I am very honest with all my clients and everyone I deal with. One of the biggest factors is that I don’t sugar coat things, I am very involved and I tell people how it is,” he said.
Miller, who was diagnosed at the age of 18 with Crohn’s disease, first started his business in Sydney as a one-man band and spent the last three years building it.
“My mum, my dad and my sister all have various health conditions which is why I got into advice. My goal is to give back to the community, the charities,” Miller said.
“[One of] my personal goals would be to eventually build my business up to a level where I could step back from trying to source new clients and actually engage with my existing [clients] on a more personal level,” he said.
The judges praised Miller for starting his business at such a young age and being able to grow it. Examining his financial services guide, website, and his education piece with clients, the judges felt he had achieved substantial feats in the advice business at a young age.
Finalist, Dean Loosmore from Lio Adviser Centre, was praised for his dedication in delivering the best outcome for his clients, while William Woo-Yun Kim, who recently became an equity holder of First Class Wealth, was praised for his passion for innovating.