Clint McNally

For over 25 years, Clint has been working with families and individuals to ensure the optimisation and protection of wealth and, at the right time, its transition to the next generation.

His extensive experience and networks provide each of his clients’ ways to find that ‘out of the box’ solution unique to each one of them. In 2023, Clint was nominated in the FSPower50 as one of Australia’s most influential financial advisors.

Essential to the tailored strategies that evolve is a deep understanding of what is important to each client and then working closely and relentlessly with them to reach an agreed pathway that leads to clearly defined family milestones.

A team of specialists supports Clint to meet the diverse needs of high-net-worth families and individuals to ensure family harmony and proper governance.

Clint understands that nothing in life can be carried out without accountability. Taking his commitments seriously, he is willing to accept responsibility to get his clients to where they need to be.

Qualifications and Memberships

• Graduate Diploma in Financial Planning
• Margin Lending and Geared Investments
• SMSF Specialist Advisor
• Certified Financial Planner
• Member of the Financial Advice Association Australia (FAAA)