TrustAt Windsor Advisory, we understand that when you entrust us with your family’s financial future, you expect the highest levels of service and integrity. That’s why we believe it’s essential to create a lasting partnership with our clients, built on trust and transparency.

Our commitment to you is to always act in your best interests, with personally tailored advice and investment options specifically selected and customised for you.

Windsor Advisory set a high standard in Financial Planning practice, we consider all of our clients like family and work hard in our small way to help nurture them to live happy and healthy lives.

Practically we strive to meet the statutory requirements; Oreana Financial Services Licensee standards; FPA Practitioner member standards including the Code of Ethics and, Rules of Professional Conduct and Practice standards; the CFP requirements and the SPAA SMSF Specialist Advisor requirements.

 

Certified Financial Planner

As a Certified Financial Planner, CFP™, Andrew McGrath holds the highest individual designation offered by the Financial Planning Association of Australia.  This designation indicates you are dealing with someone who has achieved and adheres to the highest standards.

read more…

SPAA – Self Managed Superannuation Fund – Specialist Adviser

Andrew McGrath has also acheived this highly sought after SMSF specialist acreditation provided by SPAA which should provide you with confidence that his technical ability in relation to Self Managed Superannuation is of the highest industry standards.

read more…