Kevin McGrath

Associate Partner

Biography

Kevin has been working in the financial services industry for over 10 years. During this time, he has worked in both Ireland and Australia, and gained experience in both boutique and larger financial services firms. He has held positions in high net wealth private client and corporate pension administration.

Kevin joined Findex in 2015 as the manager of the Adviser Support team. The core responsibilities of the team included writing strategic financial plans and providing ongoing technical support for advisers in relation to financial planning strategies and governing industry legislation. In 2017, Kevin transitioned back into a client facing role joining the Findex Adviser team focusing on the provision of high quality financial advice specific to each of his clients needs and personal circumstances.

Over the years, Kevin has completed a number of academic qualifications in financial planning in both Ireland and Australia and uses this technical knowledge, combined with his workplace experience, to construct and implement strategic financial plans. Kevin is enthusiastic about building long lasting relationships and always aims to achieve the best possible outcomes for his clients. Kevin's main offices are Sydney and Canberra.

My speciality

Wealth Management
Office Location
Findex Canberra
1/55 Wentworth Avenue
Kingston, ACT 2604
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Phone: (02) 6260 4545
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