An Erina-based financial adviser has been named financial Adviser of the Year by the Financial Advice Association Australia (FAAA).
The FAAA is the highest body in Australia for financial advisers, with more than 10,000 members.
Specialising in retirement, certified financial planner Martin McGrath believes he is the first Central Coast resident to win the award.
With a background as a chartered accountant and a master’s degree in financial planning, McGrath has more than 15 years’ experience in the financial planning industry and is recognised as a specialist retirement adviser.
He is the founder of Financial Edge Group.
FAAA CEO Sarah Abood said McGrath provided strong examples of his strategic and technical advice and how this led to strong outcomes for his clients.
“Martin also showed how he has gone above and beyond for the financial planning profession with his strong community engagement and focus on improving financial literacy, as well as his tireless commitment to professionalism,” she said.
“Martin is a very deserving winner of this year’s FAAA Certified Financial Planner of the Year Award.”
Congratulations Martin. Hope to meet you next time we have an appointment with Anthony. Well done.