Some professions enable you to make a direct and positive impact on the lives of others. Financial advice is one of these.
As a financial adviser with over 10 years' experience, I am fortunate to continually enjoy the immense satisfaction and pleasure of helping clients discover and achieve their most important goals.
I transitioned to financial advice after initially working as a Certified Practising Accountant (CPA) in a public practice accounting firm that partnered with a financial advice practice. I soon realised that my natural inclination was more aligned with providing financial advice after seeing the personal financial progress my accounting clients were making over the years and the way this transformed their lives.
Using the knowledge and experience gained as a CPA, I initiated the move into financial advice by taking a role with a boutique financial advice practice. Here I developed skills in providing holistic advice and was soon made a member of the firm’s investment committee with a key role in developing tailored portfolios for clients across the practice. From there I moved to BT Advice & Private Wealth, gaining further experience in dealing with more complex investments for clients with extensive portfolios.
With the exit of BT from the advice industry in 2019, I made the decision to establish my own practice, now having over 10 years of experience and the opportunity to refine my skills and knowledge across key aspects such as portfolio construction, financial modelling, investment strategies, fund research, and training & education. I knew what quality financial advice looked like and I wanted to be able to deliver this to my clients in a way that best served their needs and their lifestyle.
As the Director and principal financial adviser at McGarrity Wealth Management, I am proud to serve my clients and help them discover and achieve what matters most in their lives.
Bryce is very easy to talk to. He was very focused on what is important to us. I’ve dealt with many advisers in the past and Bryce has made me so comfortable with knowing my future is sorted.
Five star service, highly recommend. Bryce listened to my needs and was able to put together a comprehensive plan to enable me to work toward my retirement goals. He was able to explain the plan in language I can understand and the associated documentation clearly provides the information I need to feel confident my goals will be achieved.
Bryce explains his investment strategies in an easy manner for me to understand. He is friendly whilst remaining professional.
We are thankful to have a Financial Adviser of Bryce's calibre.
His combination of an impressive financial skill set, and empathetic nature, has guided us successfully through to retirement.
I transferred to Bryce from my previous adviser of 7 years ( who relocated). I did my own homework and also took advice from others as to Bryce's ability and qualifications, experience, and knowledge to firstly assess my requirements, than make a plan to meet my goals present and in the future. He took into account, my understanding of his recommendations and advice, my risk tolerance, my goals and my long term future plans. I decided to transfer to Bryce and have been with him for several years in fact since he started his business, he has tailored the advice and structured investments to meet my requirements, his advice has always been sound and has always been with my goals first and foremost in his recommendations, I have had no concerns and followed his advice and recommendations, so much so I have had no concerns about recommending him to others. (and have done so).
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2011
- Years of experience 12
- Bachelor of Business (Financial Planning)
McGarritty Wealth ManagementLevel 2, 37 Primary School Ct
Maroochydore, QLD 4558
- In person
- Video call
Infocus Securities Australia Pty Ltd