Rowena Mcgrath
Financial Adviser
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About
Rowena Mcgrath is an ASIC-registered financial adviser based in Indooroopilly, QLD, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from The University of Queensland (2002) and a Diploma of Financial Planning from FPA (2002), Rowena has built a solid foundation of knowledge and expertise. Rowena's commitment to professional development is demonstrated through her qualifications, including a Professional Assessment in Super, Life Risk, Managed Investments & Securities for Financial Planning (NIBA, 2002), the Accredited Listed Product Adviser Program (Kaplan, 2015), and Financial Planning Fundamentals (Kaplan, 2018). She is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on superannuation, insurance, and retirement planning, Rowena offers comprehensive solutions tailored to each client's unique circumstances. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, ensuring clients have access to a wide range of options. • Superannuation advice • Retirement planning • Life Insurance advice • Investment advice Ready to take control of your financial future? Contact Rowena today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Rowena Mcgrath offer?
Rowena specialises in superannuation advice, retirement planning, and insurance solutions. She can help you navigate investment life insurance, life risk insurance, retirement savings accounts, and government debt securities.
What qualifications does Rowena Mcgrath have?
Rowena holds a Bachelor of Commerce from The University of Queensland, a Diploma of Financial Planning from FPA, and has completed several professional development programs with NIBA and Kaplan. She is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Rowena?
The first step is to schedule an initial consultation. During this meeting, Rowena will discuss your financial goals, assess your current situation, and explain how she can help you achieve your objectives. Subsequent meetings will involve developing and implementing a tailored financial plan.
How can financial planning help me?
Financial planning provides a roadmap to achieve your financial goals, whether it's saving for retirement, protecting your family with insurance, or building wealth through investments. A financial plan offers clarity, peace of mind, and the potential for greater financial success.
What should I expect during my first meeting with a financial advisor?
During your initial consultation, you can expect to discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This is a great opportunity to ask questions and get to know your advisor.
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