Finding innovative solutions to help clients create and manage wealth is how Macquarie’s advisers have built their reputation. At Macquarie Private Wealth, we take an integrated view of your financial position. We form lasting relationships, working with clients to develop a tailor made plan and then keeping it on track, year after year. The ultimate measure of our success is the achievement of clients goals: that’s what drives every recommendation and every decision we make. With access to Macquarie’s renowned technical services team, I keep up to date with superannuation and taxation legislation and ongoing regulatory change, so I can provide clients with comprehensive and integrated strategies. Drawing upon this technical knowledge, I can make sure my clients wealth is structured effectively and that they are in a position to make informed decisions about their future strategies. I make it my business to thoroughly understand my clients’ evolving needs and priorities, so I can craft tailor made solutions.
Sean has been my adviser for 9 years and has consultantly provided sound advice which has met my objectives of moving into retirement through effective management of my SMSF.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2005
- Years of experience 18
- Graduate Diploma of Financial Planning
Macquarie Private WealthLevel 23, 240 St Georges Terrace
Perth, WA 6000
Macquarie Private Wealth