Meet the Team

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Email: michael@scopefinancial.com.au
Mobile: 0408 610 161

Not everyone’s financial situation is the same and there are many factors to consider. Discussing financial solutions with clients for the best part of 2 decades has built my knowledge, expertise and experience to assist with your financial needs. I look forward to us meeting and putting the steps into place to reach your financial goals.

Michael Fratto

Financial Planner | Mortgage Broker, Scope Financial Services

Email: scott@scopefinancial.com.au
Mobile: 0434 115 117

After completing my Land Economics Degree I worked as a Real Estate Valuer and Licensed Agent for 10 years. I then took a career change into a large multinational company which included managerial roles in both sales and business development. A great opportunity then arose for me to join the team at Scope Financial Services and to apply my unique background of real estate experience combined with corporate strategy and financial knowledge; but above all else get back to what I really enjoy which is dealing direct with clients and ensuring their needs are always met in a professional and timely manner.

Scott Margetson

Loans Consultant, Scope Financial Services

Email: lisa@scopefinancial.com.au

Having over 17 years’ experience in Financial Services, my position at Scope ensures that all financial planning advice documentation fully complies with regulations set out by our licensee, Financial Wisdom. I enjoy getting involved in the technical side of para-planning servicing as well as supporting advisers as they work with clients in their journey for wealth creation and protection.

Lisa O'Connor

Operations Manager (Financial Planning), Scope Financial Services

Email: jessica@scopefinancial.com.au

I have worked in the Financial Services industry for a number of years in Customer Service and Administration. At Scope, I spend my day researching products and liaising with clients, insurers and superfunds. I am passionate about doing the right thing by our clients and believe that staying in touch with constant updates throughout the process is essential in order to achieve a good experience.

Jessica Hagarty

Client Services Officer (Financial Planning), Scope Financial , Scope Financial Services

Email: david@scopefinancial.com.au
Mobile: 0419 405 450

After spending six years learning my trade with two major banks, I formed Scope Financial Services in April 2002. I saw it as a fantastic opportunity to do more for my clients than I was able to do within the confines of any single bank. Knowledge, choice, flexibility, accessibility and a caring approach is the cornerstone of what we offer. Our clients’ needs come first in our business – no exceptions. I welcome the opportunity to partner with you, and look forward to making your financial goals a reality.

David Coulton

MD | Owner | Financial Planner | Mortgage Broker, Scope Financial Services

Email: jules@scopefinancial.com.au

When David and I started Scope Financial Services, it was important for us to make sure that our clients were receiving knowledgeable loan advice and a caring, positive approach towards helping them achieve their home-ownership goals. We wanted to go to sleep at night knowing that we had done the right thing. My responsibility within Scope has changed over the years. I have moved from general administration to looking after the financial accounting side of the business. Before Scope, I worked in sales and marketing, attaining a diploma in marketing. My experience in positions as Executive Assistants to CEO’s of multinational companies allows me to understand how to sustain a strong business both ethically and functionally. I love speaking with clients and take every opportunity to do so.

Julie-ann Coulton

Administration Manager, Scope Financial Services

Email: karen@scopefinancial.com.au

I have been working in the Finance Industry for over 10 years focusing mainly on mortgage broking, I bring a vast amount of experience to the team. My role is to submit loan applications and manage the process from application through to settlement. I love helping people achieve their property ownership dreams, and it’s my goal to make the experience as easy as possible whilst providing excellent professional and friendly service.

Karen Kent

Operations Manager (Lending), Scope Financial Services, Scope Financial Services

Email: jenny@scopefinancial.com.au

At Scope, my objective is to ensure our clients are being communicated with on an ongoing basis, by ensuring they are receiving up to date information on their lending, superannuation and insurances. I enjoy the opportunity to talk to our clients whenever I can. I am passionate about providing clients with a positive Scope experience!

Jenny Cantwell

Marketing Administration, Scope Financial Services