Scott Charlton – Director, Coaching

You can find Scott here

Qualifications
Bachelor of Commerce
Masters of Business Administration
Graduate Certificate in Financial Planning
Memberships
Fellow of Institute of Chartered Accountants in Australia
Associate Fellow Australian Institute of Management
Member of CPA Australia

About Scott…
It’s true, Scott is extremely wise. He is a qualified accountant and he has achieved his MBA. More importantly he has mastered the art of communicating and seamlessly applies his knowledge for the betterment of all. He has natural warmth, a quick wit and clearly enjoys helping people. But he can also be a tough taskmaster, as members of his coaching groups will attest.

Scott has coached professional services firms since 2002. Before co-founding Slipstream Coaching, Scott was the Head of Strategic Development at Fortnum Financial Advisers, an innovative and independently owned financial planning group. Prior to joining Fortnum, he was Program Manager for an organisation that specialised in coaching accountants across Australia and New Zealand. He has been involved with the Public Practice Certificate Course conducted by the Institute of Chartered Accountants.

Scott is an author. His first book, titled “Your Professional Headspace”, was written for professionals who operate their own practices. Throughout this book, Scott demonstrates so much more than his breadth of knowledge. He communicates a true understanding of the realities faced by professionals and provides a host of practical suggestions to enjoy work and love life.

As a coach, Scott’s practical approach is based upon his own experiences as a professional practitioner for more than 30 years. He has steered his own career, mentored others, earned a living and built businesses while juggling family and other commitments. He has worked for two of the world’s largest professional firms and at the opposite end of the spectrum, founded his own accounting practice. Scott has particular knowledge and experience in regard to referrals between accountants and financial planners.

Scott applied a very collaborative theme in his book, “Partnering with Accountants – Your guide to the ultimate referral destination,” written to assist financial advisers establish and develop relationships with accountants. This book has been endorsed by the Association of Financial Advisers.

Scott’s latest book is “the Bold Accountant – Become the complete adviser you clients need you to be”.  Scott’s central premise in writing this book is that clients have higher expectations of what their accountant is presently doing for them. Scott addresses how accountants can and should address this expectation gap. It is a thoroughly practiced guide that should be considered essential reading for all accountants in practice.

Scott’s passion for galvanising the relationship between the accounting and financial planning professions has seen him deliver numerous seminars and workshops around the country on how to better collaborate and serve clients better. Indeed, he is often asked by industry associations to speak at their conferences on this issue, along with presenting at roadshows and private workshops for commercial organisations

Personally…
Scott is devoted to family, enjoys sports – particularly cycling – and making a contribution. He plans never to retire but to increasingly lead a life dominated by philanthropy. Scott has been shaped by a deep sense of purpose and embracing a world full of possibilities. His personal mission is to help others to achieve their potential. He loves the colour yellow because it brings out creativity, cheerfulness and energy – qualities that Scott embraces in life, his coaching role and when mentoring others.