Kevin McGrath

Associate Partner

Biography

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.

My speciality

Wealth Management
Office Location
Findex Sydney
Level 15, 1 O'Connell Street
Sydney, NSW 2000
View on Map
Phone: (02) 9262 2155
Request a callback

Please leave your details and I'll get back to you