YOUR FINANCIAL advice specialist

 

MARTIN MCGRATH

Role: CEO & Financial Advisor

Industry Experience: 15+ Years

Specialties: Overall Financial Planning Capability

Ultimate Retirement Plan: Enjoying the simple things in life; travel, time with family, experiencing new things and most importantly not having the financial stress that many people do in retirement. I believe that retirement is a journey and not a destination and importantly the earlier you start, the smoother the ride and the better outcome you will have. 

Qualifications:

  • Certified Financial Planner – Financial Planners Association of Australia

  • Chartered Accountant - Institute of Chartered Accountants Australia

  • Masters of Applied Finance Degree (Financial Planning) – Kaplan

  • Professional Bachelor of Business Management (Accounting) – University of Newcastle

  • Diploma of Financial Services (Financial Planning) – Finsia

  • Certificate of Public Practice - Institute of Chartered Accountants

  • Australia Registered Tax Agent – Australian Taxation Office

  • Margin Lending and Geared Investments - Kaplan

  • Self-Managed Super Funds & Direct Share Accreditation