SPECIALISATION
Estate
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Annette
McGrath
Executive Advisor
Gold Coast
Queensland
IN THEIR OWN WORDS
Annette is a Certified Financial Planner (CFP) and holds a Graduate Diploma in Financial Planning. She has worked in the financial planning industry 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
- Graduate Diploma of Financial Planning
- Certified Financial Planner
- Member of Financial Advice Association Australia
SPECIALISATION
Estate
Planning
Planning
Family
Office
Office
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
Super
Gold Coast
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