Centric Wealth

your interests, our focus

  • Decrease font size
  • Increase font size
  • Print Page

Kevin McGrath

    

Experience
Kevin has been working in the financial services industry for over 9 years. During this time, he has worked in both Ireland and Australia, and gained experience in boutique and larger financial services firms. He has held positions in high net wealth client services and corporate pension administration. 

Kevin joined Centric Wealth in 2015 as the manager of the Adviser Support team. The core responsibilities of the team included writing financial plans and providing ongoing technical support for advisers. 

Kevin has completed a number of academic qualifications in financial planning and uses this technical knowledge, combined with his workplace experience, to provide high quality strategic advice to clients. Kevin is enthusiastic about building long lasting relationships and always aims to achieve the best possible outcomes for clients.

Educational Qualifications and professional Memberships  
  • Diploma of Financial Planning 
  • Advanced Diploma of Financial Planning 
  • Professional Diploma in Financial Advice – Qualified Financial Adviser (Ireland Qualification) 
  • Bachelor of Arts (Honours) in Financial Services 
  • Licentiate of The Institute of Bankers in Ireland 
  • Financial Planner AFP® from the Financial Planning Association of Australia (FPA)

Contact Kevin
   02 9250 6500
   email Kevin

 


Read more about Managing your Wealth

Advice, Management and Guidance

Superannuation and Retirement Strategies

Family Office Services

Portfolio Management

Investment Opportunities and Funds

Client Investment Administration

Our Wealth Advisers