Mary-Lou McCarthy CFP®

Mary-Lou McCarthy CFP®

About Me

With over 34 years in the financial services industry and 21 years as a financial adviser, I use my vast experience to assist my clients in making the complicated seem simple. I specialise in retirement planning and implementation of retirement strategies. Working with you to ensure all you have to worry about is enjoying your retirement after working so hard to get there. Relax and let me support and assist you through what can be a challenging period, both personally and financially.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Bridges Financial Services Pty Limited
CERTIFIED FINANCIAL PLANNER®