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Scott. Charlton.

BUSINESS COACH & CO-FOUNDER


Qualifications

Bachelor of Commerce
Masters of Business Administration
Graduate Certificate in Financial Planning


Memberships

Fellow of Institute of Chartered Accountants in Australia

Member of CPA Australia


About Scott...

Business coach, author and director of Slipstream Group, Scott Charlton has been described as “a highly intelligent thinker who delivers practical and structured advice.”

It’s true, Scott is extremely wise. He is a Chartered Accountant, CPA and has an MBA. 


He has natural warmth, a quick wit and clearly enjoys helping people. In fact, Scott likes nothing better than to problem solve business challenges with practitioners, engaging them in thought provoking discussion. (Just don’t stand between him and the whiteboard!) The insights from his coaching have been credited with not just improving businesses but profoundly shaping practitioners’ lives. 


Scott has coached professional services firms for over 20 years. Prior to co-founding Slipstream Group, Scott was the Head of Strategic Development at Fortnum Financial Advisers, an innovative and independently owned financial planning company. During this time he led the way in forging more productive relationships between Fortnum planners and accountants. 


Scott was previously the Program Manager for an organisation that specialised in coaching accountants across Australia and New Zealand. Scott was also involved with the Quality Assurance Program and the Public Practice Certificate Course conducted by CAANZ, when it was known as the Institute of Chartered Accountants. 


Earlier, Scott experienced 10 years as a sole practitioner accountant before joining forces with colleagues to create a multi principal firm, where he was the guiding light of a successful financial planning JV. This phase of Scott’s career was the source of him becoming a champion of graduate recruitment, systems development and adhering to good exercise routines. In more recent times, creating client case studies and using Dragon Dictate have been added to his advocacy. 


Scott is the creator of the two day business planning workshop, “The Breakaway” he also created Slipstream’s 8 part coaching framework and personally developed a significant component of our content library – an extensive collection of guides, slideshows, cartoons and recordings. He delivers our quarterly learning Altitude Training webinar series and hosts the podcast program, In the Slipstream FM.


In addition, Scott has written three books to assist his practitioner clients. The first of these, “Your Professional Headspace”, demonstrates a true understanding of the realities faced by professionals and provides a host of helpful suggestions to enjoy work and love what you do. Scott has since gone on to create and host Slipstream’s “Personal Breakaway”, a program that guides participants to create a road map to living their best life. His practical frameworks for practitioners on optimising their time and creating more personal capacity are foundation planks in the Slipstream program. Scott also champions the Instinctive Drives and the Working Genius personal profile systems which we use to help our coaching clients be at their productive best.

Scott has particular knowledge and experience in regard to referrals between accountants and financial planners. His conviction regarding the benefits of the two professions collaborating for the benefit of mutual clients is the foundation for Slipstream actively fostering planners and accountants sitting side by side in our group coaching sessions. This knowledge and the practical application of implementing working relationships is the topic of Scott’s book, “Partnering with Accountants”, which has been endorsed by the Association of Financial Advisers.  


Scott’s other book, “The Bold Accountant” reflects his conviction that accountants can and should enhance their role as a primary adviser in the lives of their clients. Not only does the book encourage accountants to look beyond traditional services, it provides practical tips on implementing additional services and collaborating with complementary professionals. 


Personally…

Scott is family-focused, relishes travel and enjoys contributing. Thanks to Scott’s love of photography, Slipstream captures priceless moments for clients during Slipstream events. In recent years Scott has turned an active interest in strength training to new levels, becoming a staunch advocate for the benefits it has for the elderly. On weekends he is often seen supervising workouts of family members in his home gym. Scott believes retirement is a redundant concept, preferring an evolution to a life increasingly dominated by good works along with European cycling adventures. 


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. 

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