Who we are
Reid McGill is a financial planning and wealth management
practice providing financial confidence through great financial decision
making to people like you who want to achieve financial independence.
Reid McGill is the partnership of Scott McGill (formerly Buchanan McGill) and Philip Reid (formerly Fitzpatricks Dealer Group) and was launched in early 2008.
We are based in South East Queensland and Northern New South Wales regions
and our clients include small to medium business owners, professionals,
retirees and young families striving towards future financial security.
Scott McGill, has an extensive background in the financial services industry starting in 1983 on the floor of the Sydney Futures Exchange for one of Australia's major trading banks.
He went on to hold various roles in trading, client advising and management in the areas of currencies, bonds, futures, options and debt origination. During this period he developed relationships with a unique client base including international investment houses, The Reserve Bank of Australia, Government of Singapore Investment Corporation and The World Bank in Washington D.C.
In 1998 he moved into the Financial Planning industry combining investment skills and experience and a desire to help clients across all areas of financial planning including supperannuation and rollover advice, investment planning, retirement and aged care planning.
Philip Reid CPA is a qualified accountant having worked in corporates both large and small... acting as a management accountant, financial controller, CFO or General Manager... some for sale, others for significant growth and others to rebuild and salvage.
Philip has enjoyed working with the SME market because of the enthusiasm and passion the owners have for the businesses and their ability to create their vision.
Helping small business owners more effectively manage their businesses implementing the financial disciplines inherent in larger organisations is Philip's area of expertise. He can support businesses to articulate and develop their strategy, identify goals, budget and cashflow effectively and position their businesses for sustainability, controlled growth, succession or sale.
Philip is passionate about this work because he has seen the benefits for many business owners when they embrace professional support and then delegate responsibility of areas that is not the owners strength... and then to see the growth in opportunities and enjoyment of the owners when they get to focus on their unique abilities... the reason for starting their business in the first place.
Our advisers maintain close relationships with key industry specialists, promoting he principles of innovation, discretion, trust and vision. We develop individual advice to support you in achieving your goals, implemention of each element your plan and ongoing reviews and refinement.
Reid McGill is a corporate authorised representative of New World Advisers Group Pty Ltd ABN 81 160 243 649 AFSL No. 428451
Click here to access Protect Ensure Pty Ltd AFS licence number and details on the ASIC website.
|Reid McGill Principles and Philosophy|
|Why do I need advice?|
|How do I choose an adviser?|
|Reid McGill Financial Services Guide|