Proven solutions for every aspect of your financial advice practice.

From Fact Finds to the Value of Advice, First Class Wealth's Guides simplify every facet of your complex advice process, creating efficiencies through education. Our solutions are the result of years of industry experience, created by an award-winning financial advice team, now available for you.

These tools have been designed to assist you in addition to your current tools and compliance framework provided by your dealer group in meeting your best interest duties for your clients. They are intended to supplement your current compliance framework, not replace it. You may wish to seek approval from your compliance team before using our tools.

Our team

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Scott Miller

Managing Director & Founder

Scott Miller is the Managing Director and Founder of First Class Wealth. With 5+ years of experience in the Financial Planning profession and 8+ years in financial services, Scott has a strong understanding of the financial advice sector and how it can form a valuable part of any client’s life and as a core offering of a business. He is driven by his passion for helping advisers streamline and improve their business to be more efficient and more profitable as a result. This is why when Scott retired from Financial Advice he re-purposed First Class Wealth to be the go to provider for documentation for Financial Advisers and their businesses.

Some of his more notable achievements include:

  • Money Management Young Achiever of the Year Winner 2017
  • NSW Business Chamber Young Entrepreneur of the Year Finalist 2017
  • NSW Business Chamber Small Business Excellence Finalist 2017
  • AMP Financial Planning New Adviser of the Year Winner 2016
  • AMP Financial Planning New Advice Practice of the Year Winner 2016
  • AMP Financial Planning New Advice Practice of the Year Finalist 2015
  • AMP Financial Planning New Advice Practice of the Year Winner 2014
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William Kim

Director

With 3+ years of financial services experience, William is now taking his next steps both professionally and personally into delivering his experience in administration and research to the teams that support financial advisers. He is exceedingly intelligent in both the financial field and research documentation. He is definitely someone for your administration team to use as a guide within their own practices. This is why he is part of the team to deliver exceptional documentation and support for financial advisers and their support teams.

Some of his notable achievements include:

  • Money Management Young Achiever of the Year Finalist 2017
  • NSW Business Chamber Small Business Excellence Finalist 2017
  • AMP Financial Planning New Advice Practice of the Year Winner 2016