One financial planning team. All yours.

Financial advisers and planners, Perth.

About our financial advisers and planners in Perth.

Unlike most firms of financial planners, advisers and consultants in Perth, we work on 12-month retainers, rather than hidden commissions. You employ us as your personal CFO.

Or to be more precise, you employ our team as your personal CFO.

While one of our financial advisers will be your personal point of contact, they’ll tap into the wealth of knowledge within our team of financial planners and consultants in Perth. A team with deep knowledge spanning the personal financial, business, retirement and investment spectrum.

Tell me more.

One team of financial advisers and planners.

All your financial planning bases covered.

Meet our founders, financial advisers Travis and Dieter.

Dieter and Travis have been financial planners and advisers in Perth since 2004 and 2005 respectively. After becoming disillusioned with the traditional, compromised, commission-based model of financial advice, they decided to set up their own financial planning firm in 2014

Their mission: To provide personal, principled financial advice based on values, not commissions. To do financial planning the right way. To be there for clients and a catalyst for a better life.

Travis Martin

Founder, Director and Financial Adviser

Travis has extensive experience as a personal financial planner and adviser, including providing tailored financial advice for businesses. Indeed, after growing up watching his dad run his own business, financial planning for family businesses is something of a specialty for him.

But whether his clients are in business or not, the thing Travis loves most about his work is removing stress and uncertainty from clients’ lives and helping people set and achieve their financial life goals. He sees it as a privilege to be able to walk alongside people on their financial life journey, providing guidance that ultimately enables them to take control of their lives and realise their dreams.

Outside work, Travis enjoys spending time with his children. From taking in a West Coast Eagles game through to family camping trips and picnics on the beach, family-time means everything to him. Travis also loves snowboarding but, living in Perth, which generally lacks a key snowboarding ingredient, it’s a passion he doesn’t often indulge.

Dieter Tode

Founder, Director and Financial Adviser

With a diverse range of financial planning and investment market experience, helping clients manage all of life’s big moments and key financial transitions, Dieter has a wealth of knowledge to share with clients.

For Dieter, making this financial life journey as smooth and enjoyable as possible for clients is everything. He revels in seeing the weight lift from clients’ shoulders and the lightbulb moments where people see their financial future clearly. These moments, when clients go from feeling confused or overwhelmed to empowered, are why he founded Scope with Travis.

Away from the office and helping clients achieve their family and life goals, Dieter spends his time with his own family. A devoted father, stepfather and husband, he can often be found at weekends supporting his son’s team at various soccer pitches around Perth. During summer, soccer is replaced by family visits to the beach and evening barbeques around the pool.

Lyndsay Rushforth

Financial Adviser

Lyndsay joined the Scope team in July 2018 as an Adviser. She works with clients to help maximise the probability of achieving their goals. To help work through this Lyndsay develops strategies and undertakes technical research to ensure those strategies recommended for Scope clients put them on the best possible path to achieve what is important to them.

Lyndsay enjoys getting to know clients and working with them to develop their own road map to achieving their goals.

Having worked in the financial planning industry for 9 years, Lyndsay has had exposure to multiple advice strategies which has solidified her technical skills and has become the foundation to maximising a client’s financial situation.

When not working most of Lyndsay’s time is spent with her young family. She also enjoys travelling overseas, days at the beach or in the pool and running in the different charity runs each year. Lyndsay was a competitive swimmer up until age 17, spending 2 hours most days in the pool and won champion girl in years 10,11 and 12 of high school at the school swim carnivals.

Rowan Stephens

Partner and Financial Adviser

Rowan joined the Scope team in January 2018. Now a partner in the business, Rowan works with clients throughout their journey, continually refining and designing strategies that help clients achieve the outcomes most important to them. Rowan also manages enquiries and is responsible for ensuring the quality of material prepared.

Rowan has completed a Bachelor of Commerce degree at Curtin University, Graduate Diploma of Financial Planning, as well as having completed his Professional Year as part of our professional development program.

Prior to commencing with Scope, Rowan had worked in the insurance industry in the area of claims finance where he acquired data analysis skills which have proven valuable in his current role.

When he’s not busy at Scope, Rowan enjoys his time working in the Army Reserves to continue learning new specialist skills.

He enjoys working with the team and Scope’s clients as they successfully navigate life’s big decisions.

Parul Bechar

Client Services Manager

Parul joined the Scope team in July 2020 as Client Services Manager. She manages the client services team and processes, ensuring seamless delivery of adviser support, business administration, and client strategy implementation. Parul is responsible for ensuring the accuracy and completeness of documents prepared.

Parul has worked in the financial services sector for over 6 years and has a Diploma in Financial Planning. Parul enjoys working with our Advisers to help our clients meet their goals.

Out of the office, Parul enjoys spending time with her husband and 2 sons who certainly keep her busy. Winter season sees Parul on the sidelines cheering her sons at their soccer games. Parul enjoys board game nights and is a firm believer in the phrase, “it’s all about the winning!” Parul enjoys holidays overseas and exploring the beauty of Western Australia.

Michael Degtyar

Financial Adviser

Michael joined Scope in January 2022. Michael has a background in the Aerospace & Defence industry, where he honed his analysis skills, creativity, prudent decision making and attention to detail. He worked on Boeing airplane projects and in-flight electronic systems.

In 2017, Michael retrained to become a financial adviser, building his own business and client relationships from anew. Michael’s move to Scope represents the next step in his journey of pursuing continual improvement, and a trusted home for his clients.

Michael has a love of learning, often with a list of book recommendations for anyone who is curious. Michael has a Bachelor of Science & Mechanical Engineering, a Masters in Business Administration (MBA), and a Graduate Diploma of Financial Planning.

Outside work, Michael spends time with his wife and two children. His weekends revolve around children’s sports activities, the beach, and barbecues as well as an occasional holiday around Western Australia.

Suzanne Gannon

Client Services Officer

Suzanne joined the Scope team in September 2021 as a Client Services Officer. She provides adviser support and manages enquiries & reception.

Suzanne has spent her working life in the financial services sector, in varied roles with high profile companies and advisers. Suzanne enjoys working alongside the team of advisers and staff at Scope Advisory providing excellent service to clients.

Out of the office Suzanne enjoys spending time with family – especially with the little Grandchildren, coffee dates with friends, time in the garden and keeping fit with aqua aerobics and walking.

‘A good work/life balance is an essential part of one’s happy well-being’.

Carly Robertson

Financial Adviser

Carly joined Scope Advisory in 2023 as an Associate and has recently completed her Professional year and is now a financial adviser. She works closely with the advisers to prepare the strategies that put our clients on the right path to achieving their goals and aspirations. Carly has excellent people skills and demonstrates a talent for building strong connections with clients.

Carly has completed Diploma and Bachelor of Business and a Diploma and Graduate Diploma in Financial Planning.

Prior to commencing with Scope, Carly has had over 9 years of experience in the financial planning environment, across a variety of roles, and has always enjoyed seeing the impact that advice can have on clients’ lives.

Carly spends her spare time at the beach and enjoys spending quality time with family, friends and her dog Indi.

Quinn Allen

Client Services Manager

Quinn joined Scope Advisory in June 2024 as a Client Services Manager. He provides support to the administration and advice delivery team through development of processes and systems. He ensures the client’s experience at scope is a positive one through accurate and complete delivery of the financial advice provided.

Quinn has 20 years experience working in the financial services industry working in various roles within platforms, stock broking and financial planning practises. Quinn has always enjoyed developing and working on internal systems with experience developing salesforce and internal processes. He leverages these process improvements to ensure that clients are always achieving the desired outcomes in the smoothest possible way.

Outside of work Quinn loves spending time with his young family and has many hobbies, with interests in building and flying FPV drones and remote control aeroplanes along with a rather keen interest in golf, in addition to hiking, camping, yoga and martial arts.

Jessica Martin

Client Services Officer

Jessica joined the Scope team in April 2024 as a Client Services Officer. She provides administrative support to the advisers, from calendar management to client strategy implementation.

Jessica has previously worked in banking and local government, giving a wide range of knowledge into process and procedures, and holds a Cert III in Financial Services. She enjoys learning about and watching the journey of our clients as they go from goals to fruition.

Outside of work, Jessica balances life with 3 children and improving her golf game. She hopes to one day complete a “Golf Lap” around Australia with her husband once the kids have grown.

Matthias Tode

Associate

Matthias recently joined the Scope team in July 2024 as an associate. He works closely with the advisors to prepare the strategies that put our clients on the right path to achieving their goals and aspirations.

Matthias is new to the financial advising industry, eager to make his mark and pursue his career in financial advising. Matthias is currently a first-year student at Curtin University, Matthias is pursuing a degree in Commerce with a focus on Finance and Economics.

Outside of work, Matthias spends his spare time playing football and spending time with his friends. His fresh perspective and dedication to learning are assets as he begins his journey in the finance industry.

External Advisers

Keith Hockley

Keith is engaged by Scope to provide compliance assistance and oversight to the directors of Scope in their capacity as responsible managers of their Australian Financial Services License. With an excess of 16 years of financial markets industry experience Keith provides the team with extensive commercial support services, resources, industry insight and know-how that is current and compliant.

What makes our financial advisers tick?

Our values

Humanity.

Decency.

Ingenuity.

Our purpose

Be the catalyst for a better life. A life with less uncertainty and anxiety. A life with more time and money to do the things you enjoy with the people you love. A confident life.

Our promise

Never fret over or waste unnecessary time making life’s big decisions or transitions ever again. Look forward to them. Relish them. Embrace them with confidence. We’ve got your back.

Contact our financial planning advisers in Perth.

The truth is, Perth is full of traditional financial planners and financial advisers earning commissions on the choices they advise you to make. Our team works as your personal financial consultant and CFO, always working and advising in your best interests. Find out how we can help.

Book a no obligation phone call