Phillip McGann

Specialised in Superannuation | Brisbane

Phillip is a fully qualified Financial Planner.

He has been involved in many facets of the Advice Industry for over thirty years.

He holds a Bachelor Degree in Finance (Honours) as well as Post Graduate qualifications in Financial Markets and Financial Planning.

He is a Fellow of FINSIA

Phillip lives in Indooroopilly in Brisbane and is happily married for the past 20 years to Tammy and they have four (rapidly growing ) children Ethan, Kate, Laura and Milena.

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About Phillip McGann

Phillip began his advice industry career in stockbroking in the late 1980s in Sydney and developed his broad knowledge as his career progressed through roles in the trustee industry and in finance broking before finding a passion for Financial Planning over the last twenty years.

Phillip finds dealing with clients very rewarding and satisfying. Helping clients to achieve their lifestyle goals through appropriate long term planning, saving and investing is a professional privilege.

Assisting a client over many years to formulate and then achieve their retirement goals is the most rewarding professional result. Setting a client up with a regular sustainable income stream that will see them achieve the lifestyle they themselves aspired to is, in Phillip's mind the greatest return he could assist with.

What we can help
  • Investments
  • Superannuation
  • Personal Risk
  • Retirement Planning

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