Some professions enable you to make a direct and positive impact on the lives of others. Financial advice is one of these.
As a financial adviser with over 10 years' experience, I am fortunate to continually enjoy the immense satisfaction and pleasure of helping clients discover and achieve their most important goals.
I transitioned to financial advice after initially working as a Certified Practising Accountant (CPA) in a public practice accounting firm that partnered with a financial advice practice. I soon realised that my natural inclination was more aligned with providing financial advice after seeing the personal financial progress my accounting clients were making over the years and the way this transformed their lives.
Using the knowledge and experience gained as a CPA, I initiated the move into financial advice by taking a role with a boutique financial advice practice. Here I developed skills in providing holistic advice and was soon made a member of the firm’s investment committee with a key role in developing tailored portfolios for clients across the practice. From there I moved to BT Advice & Private Wealth, gaining further experience in dealing with more complex investments for clients with extensive portfolios.
With the exit of BT from the advice industry in 2019, I made the decision to establish my own practice, now having over 10 years of experience and the opportunity to refine my skills and knowledge across key aspects such as portfolio construction, financial modelling, investment strategies, fund research, and training & education. I knew what quality financial advice looked like and I wanted to be able to deliver this to my clients in a way that best served their needs and their lifestyle.
As the Director and principal financial adviser at McGarrity Wealth Management, I am proud to serve my clients and help them discover and achieve what matters most in their lives.
Expertise
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 16
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
McGarritty Wealth Management
Level 2, 37 Primary School CtMaroochydore, QLD 4558
Meeting methods
- In person
- Phone
- Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523