Michelle Maguire, Senior Financial Planner at Adviser fp

Michelle Maguire, Senior Financial Planner, Adviser fp has been a member of Pennant Hills BRG chapter since February 2023.

From a young age I have had a passion for helping people, I am proud to say this has not changed and is the core of my everyday life and reflected in the work I do with my clients today. I thrive on seeing clients grow and develop financial confidence, security and empowerment by demystifying the complex areas of financial planning. At Adviser fp my desire is to continue to help our clients create, manage and protect their wealth.

My time in the financial planning industry has provided me with the ability to have many very rewarding relationships with new and existing clients. There is nothing more satisfying than seeing, over time, a clients dreams and plans come to fruition.

I commenced my journey in the financial services industry in 1997 in Ireland. Upon returning to Australia, I worked with a major bank from January 2005 to recent during which I had a number of adviser roles of which my last was as a Principal Financial Adviser.

During these years I have strived to continue to develop as an adviser and as part of this I have completed a number of studies and I am currently enrolled in the Master of Financial Planning with WSU.

I am loving being part of our Pennant Hills BRG group working with like minded professoinals has given me access to amazing knowlegde which has not only benefited my clients but also myself.

I have also been able to help other members clients have access to a professional retirement planner offering a sounding board in the area of superannuation, debt managment and personal insurances.