Annette Mcgrath
Financial Adviser
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About
Annette Mcgrath is an ASIC-registered financial adviser based in Bundall, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Services from the Securities Institute (2005) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2023), Annette combines extensive experience with up-to-date knowledge to provide expert guidance. Her qualifications also include certifications in Self Managed Superannuation Funds (Tribeca, 2005), Margin Lending and Geared Investments (Kaplan Professional, 2010), and she holds the prestigious Certified Financial Planner designation from the Financial Planning Association of Australia (2012). Annette is also an Accredited Listed Product Adviser Program from Kaplan Professional (2014) and is a proud member of the Financial Advice Association of Australia (FAAA). Annette is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Annette today for a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Annette Mcgrath provide?
Annette Mcgrath provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, and investments. She can also assist with strategies for Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Annette Mcgrath have?
Annette holds a Diploma of Financial Services from the Securities Institute (2005), certifications in Self Managed Superannuation Funds (Tribeca, 2005) and Margin Lending and Geared Investments (Kaplan Professional, 2010). She is also a Certified Financial Planner (FPAA, 2012), Accredited Listed Product Adviser (Kaplan Professional, 2014), and holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2023).
What is Annette's approach to financial planning?
Annette takes a client-centered approach, focusing on understanding each client's unique circumstances, goals, and risk tolerance. She then develops a tailored financial plan to help them achieve their objectives.
How can I book a consultation with Annette Mcgrath?
You can contact Annette directly via phone or email to schedule an initial consultation. During this meeting, you can discuss your financial goals and determine how Annette can best assist you.
What can I expect during my first meeting with Annette?
During your first meeting, Annette will take the time to understand your current financial situation, your short-term and long-term goals, and your risk tolerance. She will then explain her services and how she can help you achieve your financial objectives. This is also an opportunity for you to ask any questions you may have.
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