Annette McGrath
Annette McGrath
Executive Advisor
Annette is a Certified Financial Planner (CFP) and has a Graduate Diploma in Financial Planning and industry that she has worked in for over 23 years. Annette likes to connect with clients and their families on both an emotional and financial level which helps to identify better outcomes for them. She likes to work closely with Accountants and lawyers to form a professional network around her clients.
Qualifications and Memberships
- Certified Financial Planner
- Diploma of Financial Planning
- Self-Managed Superannuation Funds
- Certified Financial Planner
- Member of Financial Advice Association Australia (FAAA)