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Chris McGlinn

Withani Retirement Solutions Pty Ltd

Gold
22 Yrs Experience
Lake Gardens, VIC 3355

With over 20 years' experience as a financial adviser, and with specialist knowledge and experience dealing with aged care and Centrelink, as well as self-managed superannuation funds, I now provide advice primarily focussed on pre and post-retirement planning for individuals and couples as well as providing specialist advice to families and individuals trying to navigate the aged care system. I mainly work with clients in Melbourne, Ballarat and surrounding areas but can work with clients throughout Australia using video conferencing and other technology; my main criteria for agreeing to work with clients is that they see value in advice and are wanting to make their own informed financial decisions.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Wills & Estates

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 22
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Withani Retirement Solutions Pty Ltd

Unit 5, 17 St Cedars Grove
Lake Gardens, VIC 3355

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996