Phillip Mcgann
Financial Adviser
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About
Phillip Mcgann is an ASIC-registered financial adviser based in Indooroopilly, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built on extensive education and experience, Phillip holds a Bachelor of Business with Honours (Finance) from Southern Cross University, a Graduate Diploma in Applied Finance & Investments, and a Graduate Diploma of Financial Planning from the Securities Institute of Australia. He also keeps his knowledge current, having completed Tax for Financial Advising with Kaplan Professional. Phillip is a proud member of FINSIA, reflecting his commitment to upholding the highest standards of professionalism and ethics in the financial services industry. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise also extends to investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities, ensuring clients receive well-rounded guidance. Phillip provides guidance in the following areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require assistance with insurance or superannuation, Phillip is committed to providing clear, personalised advice to help you achieve financial security. Contact Phillip today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Phillip Mcgann offer?
Phillip Mcgann specialises in superannuation advice, insurance, wealth management, and retirement planning. He is also authorised to provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Phillip Mcgann have?
Phillip holds a Certificate in Financial Markets, a Bachelor of Business with Honours (Finance), a Graduate Diploma in Applied Finance & Investments, a Graduate Diploma of Financial Planning, and has completed Tax for Financial Advising. He is also a member of FINSIA.
What can I expect during my first meeting with Phillip?
During your initial consultation with Phillip, you can expect a thorough discussion of your financial goals, current situation, and risk tolerance. He will then develop a tailored strategy to help you achieve your objectives.
How does Phillip stay up-to-date with the latest financial regulations and strategies?
Phillip is committed to ongoing professional development and regularly attends industry seminars, workshops, and completes further education to ensure he remains at the forefront of financial planning.
Is Phillip Mcgann qualified to provide superannuation advice?
Yes, Phillip is authorised to provide advice on superannuation, including accumulation and pension strategies. He can help you navigate the complexities of superannuation to ensure you are making informed decisions for your future.
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