Established in 1998 as part of the suite of services offered by McConachie Stedman, our team of experienced financial planners offer financial advice throughout Australia in Toowoomba, Brisbane, Kingaroy, Crows Nest and St George.
We offer our clients a full suite of financial advice services in Wealth Creation, Insurance Protection, Retirement Planning and Aged Care
Advice. We focus on practical, everyday solutions to help our clients turn their dreams into reality and enjoy peace of mind knowing
their financial future is in good hands.
Kent Paroz, Associate
Authorised Representative No.
345119
Kent
has more than 15 years of industry experience and has specialist knowledge and advice in pre-retirement and retirement planning, as
well as wealth creation, superannuation and risk management strategies. Kent prides himself on building long-term rapport with his
clients and enjoys helping them to make the right financial decisions to achieve a financially secure future.
Jerry Reading, Senior Financial Planner
Authorised Representative No.
1260780
Jerry is an experienced accredited financial planner who is dedicated to helping his clients find practical solutions to achieve
their financial goals. With his extensive knowledge in financial planning, Jerry provides specialised advice in life insurance,
investment portfolios, retirement planning and shares, as well as superannuation.
When building your investment portfolio, we take into account your unique goals, risk tolerance, and current financial situation to create a comprehensive plan that paves the way for financial stability and growth. We assist you every step of the way to help you find investment portfolios that fit your financial goals.
We strive to ensure our clients receive the best service and advice on their journey to achieving financial success.
If you have a complaint or concern about the service provided to you, please contact us and we will attempt to resolve your complaint
quickly, fairly and within prescribed time frames.
McConachie Stedman Financial Planning Pty Ltd is a Corporate Authorised Representative of MCS Financial Planning Pty Ltd | ABN
11 677 710 600 | AFSL 560040