Financial Adviser
· NORTH SYDNEY, NSW
Sean Patrick Mcgrath
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000261176
About Sean Patrick Mcgrath
Sean Patrick Mcgrath is a financial adviser based in North Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Sean is currently authorised under Madison Financial Group. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sean's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Sean is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce (Economics)
Macquarie University
1999
Graduate Diploma in Applied Finance & Investments
Securities Institute of Australia
2000
Diploma of Financial Planning
Deakin University
2014
Certified Financial Planner
Financial Advice Association of Australia