Eric Mccay
Financial Adviser
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About
Eric Mccay is an ASIC-registered financial adviser dedicated to providing comprehensive and tailored financial solutions to clients in Biggera Waters and across Queensland. With a career spanning several decades, Eric brings a wealth of experience and a strong commitment to helping individuals and families achieve their financial goals. Eric's qualifications include a Bachelor of Business Accountancy from Queensland Institute of Technology (1984), and he is a Certified Practicing Accountant (CPA) with CPA Australia since 1987. Furthering his expertise, he completed studies in Margin Lending and Geared Investments with Kaplan Professional in 2011 and became a Certified Financial Planner (CFP) with the FPA in 2013. He is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad range of financial products, Eric specialises in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Eric's approach is client-centric, focusing on building long-term relationships based on trust and understanding. He takes the time to understand your unique circumstances and aspirations, providing advice and strategies designed to help you achieve financial security and peace of mind. Contact Eric today to arrange a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What financial planning services does Eric Mccay offer?
Eric Mccay provides a range of financial planning services, including superannuation advice, insurance, wealth management, and retirement planning. He also offers advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Eric Mccay's qualifications and experience?
Eric holds a Bachelor of Business Accountancy from Queensland Institute of Technology, is a Certified Practicing Accountant (CPA), and a Certified Financial Planner (CFP). He has been working in the financial services industry for many years, building extensive knowledge and experience.
How does Eric Mccay tailor financial advice to individual client needs?
Eric Mccay takes a client-centric approach, focusing on understanding each client's unique circumstances, goals, and risk tolerance. He then develops personalised financial strategies to help them achieve their objectives.
What can I expect during the initial consultation with Eric Mccay?
During the initial consultation, Eric will discuss your current financial situation, your goals, and any concerns you may have. This meeting is an opportunity for you to get to know Eric, understand his approach, and determine if his services are a good fit for your needs.
How does Eric Mccay stay updated with changes in financial regulations and market trends?
As a Certified Practicing Accountant (CPA) and Certified Financial Planner (CFP), Eric is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and stays informed about changes in legislation and market trends to ensure he provides the most up-to-date and relevant advice.
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