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Bryan Mcguinness

Financial Adviser

Next Level Financial Planning
Wanneroo, WA 6065

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About

Bryan Mcguinness is an ASIC-registered financial adviser based in Wanneroo, WA, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a career grounded in strong qualifications, Bryan holds a Certified Financial Planner designation and a Diploma of Financial Planning, both earned through the Financial Planning Association of Australia in 2003. He further enhanced his expertise with an Introduction to Self Managed Superannuation Funds from Kaplan in 2022. As an active member of the Financial Advice Association of Australia (FAAA), Bryan adheres to the highest ethical and professional standards. Bryan is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your unique needs. He specialises in superannuation advice, insurance, wealth management, and retirement planning. Whether you’re looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Bryan has the expertise to guide you. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Bryan Mcguinness today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions Investment advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000559015

Verify on ASIC Register

Authorised Representative Number

000280753

Verify on MoneySmart Register

Frequently Asked Questions

What services does Bryan Mcguinness offer?

Bryan Mcguinness specialises in superannuation advice, insurance, wealth management, and retirement planning. He provides tailored solutions to help you grow your wealth, protect your assets, and plan for a comfortable retirement.

What qualifications does Bryan Mcguinness have?

Bryan holds a Certified Financial Planner designation and a Diploma of Financial Planning from the Financial Planning Association of Australia (2003). He also completed an Introduction to Self Managed Superannuation Funds from Kaplan in 2022.

What is the process for working with Bryan Mcguinness?

The process typically begins with an initial consultation to understand your financial goals and current situation. Bryan will then develop a personalised financial plan tailored to your needs and provide ongoing support to help you achieve your objectives.

What can I expect during my first meeting with Bryan Mcguinness?

During your first meeting, you can expect a thorough discussion of your financial goals, current financial situation, and any concerns you may have. Bryan will explain his services and how he can help you achieve your objectives.

Is Bryan Mcguinness a member of any professional associations?

Yes, Bryan is an active member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards in the financial advice industry.

Get in Touch

Contact Bryan directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.