Gary Mccluskey
Financial Adviser
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About
Gary Mccluskey is an ASIC-registered financial adviser dedicated to helping individuals and families in Lilydale and across Australia achieve their financial goals. With a Diploma in Business Studies (Accounting) from Swinburne (1978), a Graduate Diploma in Accounting from Swinburne (1983), and RG146 accreditations from CPA Australia and Kaplan Professional (both in 2002), Gary brings a wealth of knowledge and experience to his clients. He also completed Ethics and Professionalism in Financial Advice training with Kaplan Professional in 2020, ensuring he adheres to the highest ethical standards. Gary is a member of several prestigious professional organizations, including the Association of Independently Owned Financial Professionals (AIOFP), the Association of Taxation and Management Accountants, the National Tax & Accountants' Association, and The Tax Institute. These memberships keep him abreast of the latest industry developments and best practices. As an authorized financial advisor, Gary provides expert advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Gary Mccluskey today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Gary Mccluskey offer?
Gary Mccluskey provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Gary Mccluskey's qualifications?
Gary holds a Diploma in Business Studies (Accounting) and a Graduate Diploma in Accounting from Swinburne. He also has RG146 accreditations from CPA Australia and Kaplan Professional, and has completed Ethics and Professionalism in Financial Advice training.
What is the process for becoming a client of Gary Mccluskey?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Gary will develop a personalized financial plan tailored to your specific needs. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving circumstances.
What professional organizations does Gary Mccluskey belong to?
Gary is a member of the Association of Independently Owned Financial Professionals (AIOFP), the Association of Taxation and Management Accountants, the National Tax & Accountants' Association, and The Tax Institute.
How can Gary Mccluskey help me plan for retirement?
Gary can help you develop a comprehensive retirement plan that takes into account your current savings, projected income, and desired lifestyle. He can provide advice on superannuation, investment strategies, and other retirement savings options to help you achieve a comfortable and secure retirement.
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