Phillip McGann

Claritude Financial Planning

Silver
20 Yrs Experience
Indooroopilly, QLD 4068

I have been a qualified practicing Financial Planner for over 20 years offering holistic advice in all areas of the industry from Super to Investment to Personal Risk insurance and retirement planning. My focus is on those clients approaching and in Retirement who are seeking comprehensive advice to help them attain their very best retirement outcome. I am passionate about providing excellent customer service and making sure my clients are fully informed and understanding of my advice so they achieve the lifestyle they desire in retirement.

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

I offer an obligation free first appointment whether face to face, zoom/teams or phone call which ever suits. This gives clients an opportunity to meet me and discuss their advice needs and how my professional services may assist them.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Claritude Financial Planning

27 Harefield St
Indooroopilly, QLD 4068

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880