Dan McGrath's Colleagues at WLM Financial Services Pty Ltd
Sean McGowan
Director, Certified Financial Planner, Accredited Estate Planning Strategist & Life Risk Specialist
Sean McGowan
Director, Certified Financial Planner, Accredited Estate Planning Strategist & Life Risk Specialist
Dan McGrath's Contact Details
Sydney,New South Wales,Australia
WLM Financial Services Pty Ltd
Dan McGrath's Company Details
WLM Financial Services is a privately owned and licensed business that provides a comprehensive range of personal and business advisory services.Our three core areas are: Financial Planning, Chartered Accounting and Wealth Management.Our services are tailored to meet each clients needs. * Financial Planning includes: Strategic Advice, Goals Based Investment Advice, Superannuation / SMSF, Retirement Planning, Insurance, Home/Investment Loans* Accounting includes: Tax Returns, Tax Advice, Business Advice, Systems & Controls, Valuations, SMSF's, Audit* Wealth Management includes: Investments, Super, Risk Management, Cash Flow & Banking, Asset Protection, Estate Planning.We can provide broad based advice covering most aspects of a person's or businesses finances, or we can provide specific advice, limited to a particular need.WLM has intentionally been set up with a few key points of difference: * We are 100% independently owned* We have our own Australian Financial Services Licence and Australian Credit Licence (No's. 232512)* We operate on a Fee-for-Service basis – not commissions* We have no restricting ties with any institutions