The Financial Planning Association of Australia The Financial Planning Association of Australia

Patrick McCarron, AFP®


Name Patrick McCarron, AFP®
Company RetireInvest Wangaratta
Address 16 Templeton St
Wangaratta, VIC 3677
Phone 0357 222 226
Mobile 0423 068 046
Email [email protected]
Website www.riwangaratta.com.au

I am an experienced and enthusiastic financial adviser providing financial advice to a wide range of individuals and businesses in North East Victoria and surrounding regions.

As a values based adviser, I take a holistic view of my client's financial and non financial priorities. This enables me to provide highly personalised and meaningful advice based on what's important to them and what they aspire to achieve in life.

This approach leads to long term ongoing relationships with my clients, built on trust, mutual respect and a shared desire to see them lead happy, full-filling lives.

My key areas of technical expertise are superannuation incorporating pre and post retirement income streams, personal risk insurance, asset protection, cashflow and debt management, estate planning and non super wealth creation.

Our business, RetireInvest Wangaratta, Benalla and Albury is highly respected in our community.
The majority of our new clients come from existing client referrals and referrals from our professional business networks.

Within our licensee RI Advice (winner of Core Data's 2015 advisory group of the year) we are a top ten practice and winners of the 2012 Practice of the year and 2012 Proprietor of the year.

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