Kevin McGrath

Associate Partner

Biography

Kevin has been working in the financial services industry for over 12 years. During this time, he has worked in both Ireland and Australia gaining experience in boutique and larger financial services firms. He has held positions in high net wealth client services, corporate pension administration and financial planning. Kevin joined Findex 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 moved back into a client facing adviser role in 2017 and services clients from Canberra to Sydney. Kevin has completed several 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. Kevin's main offices are Sydney and Canberra.

My Specialities

Wealth Management
Office Location s
Findex Canberra
1/55 Wentworth Avenue
Kingston, ACT 2604
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Findex Sydney
Level 24, 1 O'Connell Street
Sydney, NSW 2000
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