Experience and integrity
BRYCE MCGARRITY
Director/Financial Adviser
Bachelor of Business (Accounting & Financial Planning), CPA.
Some professions enable you to make a direct and positive impact on the lives of others. Financial advice is one of these.
From accountant to financial adviser
I found financial advice after initially working as a Certified Practising Accountant (CPA) in a public practice accounting firm that partnered with a financial advice practice.
I soon realised that my natural inclination was more aligned with providing financial advice, after seeing the personal financial progress my accounting clients were making over the years and the way this transformed their lives.
So much of accounting is backward-looking and what really sparked my interest was the ability to help clients look forward.
Gaining vital skills and experience
Using the knowledge and experience gained as a CPA, I transitioned into financial advice working for a boutique financial advice practice.
Here I developed skills in providing holistic advice and was soon made a member of the firm’s investment committee with a key role in developing tailored portfolios for clients across the practice.
From there I moved to BT Advice & Private Wealth, gaining further experience in dealing with more complex investments for clients with extensive portfolios.
Establishing my own brand of financial advice
With the exit of BT from the advice industry, I made the decision to establish my own practice and deliver a unique advice experience to my clients.
Over many years I have refined my skills and knowledge across key aspects such as portfolio construction, financial modelling, investment strategies, fund research, and training & education.
But what remains equally important to me is understanding what matters most to my clients and being able to make a positive and meaningful impact on their lives.
Meet THe team
Zachary Laidsaar, Adviser Support
Zac joined the team in 2022 and provides support for the day-to-day administration and advice operations, ensuring that all elements of your advice implementation are executed accurately and on time.
Zachary is currently completing the final year of his Bachelor of Business & Commerce degree at Griffith University.
He is keen to pursue a future in financial advice and wealth management, and with his strong client focus and aptitude for the more technical details of financial planning, he is already a key part of the McGarrity Wealth Management experience.
“There are not many advisers around like Bryce these days. We wish we had found him years ago.”