Ronald McCumstie CFP®
About Me
Ron has over 20 years of experience working as a Financial Adviser and is also a fully qualified Accountant. Ron has a particular interest in retirement planning and investment portfolio construction.
He is well known for his ability to explain complex strategic and planning matters in a friendly and easy to understand manner. He works closely with a variety of clients within and around the Bathurst area.
Outside of work you will see Ron enjoying sports and spending time with his partner and their two children.
Areas of Focus
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 20 Years
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Licensed By Mba Wealth Solutions Pty Ltd