Our People

Having joined the financial services industry after completing a physics degree, Scott Taylor has clocked up over 20 years experience and established a wide-range of expertise. Scott established another fee based IFA firm in 2003 before going on to head up Brilliance Financial Planning and Serendipity Asset Management.

A passionate spokesman for fee-based advice Scott is an advocate of better deals for investors. He believes in driving the finance industry towards a more ethical and holistic approach which provides the best possible service to clients is the industry’s only objective.

He is frequently quoted and published in national newspapers, as well as the major industry journals. You can read examples in our News section. Scott is also principally involved in client relationships, practice management and business development. Scott specialises in investment strategies and retirement planning.

His main interests outside work are history, travel, music and learning Italian. He uses the excuse of being a father to two young children as the reason for curbing his cycle racing days.
Contact Scott directly at: scott@brilliancefp.com.

Duncan has extensive knowledge of research and over 10 years financial services experience. He studied economics at degree level and then completed a Masters in money, banking and finance.

He provides technical analysis on an ongoing basis for all of our clients. He also updates information on the marketplace, products and options. This enables the advisory team and you, the client, to understand your current situation and consider all the financial options available to you.

Duncan also holds the Investment Management Certificate (IMC) and works closely with Scott to deliver high quality investment solutions to clients. When he’s not hard at work Duncan maintains a good work/life balance with lots of swimming, reading and travelling.
Contact Duncan directly at: duncan@brilliancefp.com

Susi has over five years experience in the financial services industry. Primarily involved with customer care, website and newsletter production, she also implements our treating customers fairly initiative.

Originally from Western Australia, Susi brings sound business development and management skills to the team in the areas of professional services delivery, productivity measurement and project management. Since joining Scott and Duncan in 2003 she has also turned her hand to co-ordinating the compliance initiatives for the firm.

Susi successfully completed her exams for her Certificate in Financial Planning this year and is now a key member of the client delivery team. At this phase in her life, Susi’s leisure time is devoted mostly to her two small children. She also appreciates time for the simple pleasures like listening to music, reading and catching up with girlfriends.
Contact Susi directly at: susi@brilliancefp.com