Retirement specialist wins excellence award

Martin McGrath

The CEO of a financial planning company based at Erina has been named as the IFA Excellence Awards 2021 winner for Practice Principal of the Year.

Financial Edge Group CEO Martin McGrath received the accolade at an awards event held recently in Sydney, with the IFA Excellence Awards the pinnacle event for recognising exceptional professionals across Australia’s independent advice sector.

McGrath said he was humbled and proud to be named the winner.

“Financial Edge Group’s recognition for our excellent contribution to the financial planning industry reinforces the strength of our service and dedication to connecting with the community and engaging with clients,” he said.

The awards attracted more than 210 nominations across 27 submission-based categories.

IFA editor Sarah Kendell said after a year of uncertainty and challenges brought on by the pandemic, it was important to celebrate accomplishments in the sector.

“At a time of change and upheaval for the industry, and after another year of business and family disruption, it’s so important to take some time and recognise the achievements of the industry and the fantastic innovations that are going on inside advice businesses,” Kendell said.

McGrath, who was named SMSF Adviser of the Year at last year’s awards, specialises in retirement planning.

“I believe that retirement planning is an ongoing process and that our relationship makes our clients’ retirement journey easy,” he said.

McGrath has been working in the financial advice profession since 2003, with dedication to the financial planning field.

“At Financial Edge Group, it is a team effort; nothing great is ever achieved alone,” he said.

“I am genuinely grateful to work with a group of committed and passionate teammates.”

Terry Collins