Patrick McCarron

Templeton Advice Group

Gold
14 Yrs Experience
Wodonga, VIC 3690

I am an experienced and enthusiastic financial adviser providing financial advice to a wide range of individuals and businesses in North East Victoria and surrounding regions.

As a values based adviser, I take a holistic view of my client's financial and non financial priorities. This enables me to provide highly personalised and meaningful advice based on what's important to them and what they aspire to achieve in life.

This approach leads to long term ongoing relationships with my clients, built on trust, mutual respect and a shared desire to see them lead happy, full-filling lives.

I have obtained both undergraduate and post graduate qualifications as well as several specialist accreditations in financial advice.

I have extensive experience and skill advising on superannuation (industry, retail and SMSF)  including pre and post retirement income streams, personal risk insurance, asset protection, cashflow and debt management, aged care advice, estate planning and non super wealth creation.

Our business, RetireInvest Wodonga, Wangaratta & Benalla is highly respected in our community.

The majority of our new clients come from existing client referrals and referrals from our professional business networks.

Within our licensee RI Advice (winner of Core Data's 2015 advisory group of the year) we have been a top ten practice since 2012 and winners of the 2012 Practice of the year and 2012 Proprietor of the year.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I charge an agreed upon flat fee for initial and ongoing advice (if required) based on the level and complexity of the advice involved. I do not charge any asset based fees or receive any commissions or other payments from investment product providers.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Graduate Certificate in Business Management
  • Language spoken
    • English

Templeton Advice Group

33 Stanley St
Wodonga, VIC 3690

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Templeton Advice Group

AFSL 533284