Don McRae

Today Advice

Platinum
11 Yrs Experience
East Gosford, NSW 2250

Recent reviews

Today Advice

Suite A, Level 1, 78 York St
East Gosford, NSW 2250

Opening hours

  • 8:00am – 4:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 75
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • 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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.70
75 Reviews
5
4
3
2
1
4.70
Clear communication
4.60
Knowledge & expertise
4.75
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 75

Sort by

4.00

"We are new customers of Don's.

So far very happy with the advice given, and his explanations as to how it will benefit us"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Don has given me advice on investments within my super fund. Don was always able to explain things to me in a clear way. Through Don's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Don's full care and attention when I needed it."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Don was very understanding, very patient and knowledgeable in explaining to us how to invest our money in superannuation. He explained things clearly for us and he is very easy to talk to. We both feel very confident that he has looked after our needs."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Don has given me good sound financial advice on my financial supet investments with AMP."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Don was helpful and professional I am happy with how he spoke to me and gave me advice in a clear understanding of what I did to look at in the future for my needs."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Don has given me advice on my superannuation requirements. He was able to explain things to me in a clear and concise way. Through his knowledge and experience, I feel very confident that the advice given will be right for my needs. I look forward to Don keeping me on the right track for the future."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've found Don and staff extremely helpful, coming to value his advise and guidance, When Synergy closed I was incredibly disappointed, now with Don I wished we'd had the opportunity to come onboard earlier!"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Don gave me the advice I needed to go forward with my investments within my allocated pensions. He helped me to decide what was my next logical step. He explained everything so that I fully understood each step, and I received his full attention when I needed it."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Having recently being onboarded with Don, he has provided a good insight to my options for transition to retirement. As our relationship continues to develop I look forward to Don and his team looking after my financial needs into the future."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 75

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2021

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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