Financial Planner
McGrath Estate Agents offers real estate listings and property search online. Our property experts also provide buying and selling tips and home loan advice.
I’ve been a Financial Planner for over 10 years and I have been working for Commonwealth Financial Planning for the past 6 years with over 28 years of experience in the financial services industry. I help individuals, families and business create sound and comprehensive advice strategies to enhance and secure the financial well being of people, business and communities. I particularly enjoy helping retiree clients through all the jargon of superannuation and investments to simplify access to maximising Centrelink entitlements.My strengths are the rapport and relationships I build with my clients.I provide financial advice to clients for : Retirement Planning, Centrelink Strategies, Superannuation, Account Based Pensions, Annuities, Managed Funds, Personal Risk Insurance i.e. Life, TPD, Trauma and Income Protection.
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