Grant McCormack
Senior Financial Adviser
Grant McCormack is a Financial Adviser at Wealth Financial, working with clients in the Devonport office. He has been with McCormack Financial Services, now Wealth Financial, since 2007. Prior to this he worked in the Accounting and Financial Planning industry for 7 years and then 18 years in Estate Planning working with Perpetual Trustees Tasmania. He is a Member of the Financial Advice Association of Australia (FAAA).
He enjoys helping clients think through the next stage of their finances with the same care he brought to estate planning work: clear structures, practical decisions, and plans that hold up for the family as well as the individual.
Grant is family focused and community minded, and enjoys an active healthy lifestyle. He is a keen runner and enjoys the challenge of marathon and trail running, and he has had a strong involvement in local sporting organisations.
Advanced Diploma of Financial Services (Financial Planning)
Self Managed Superannuation Funds (SMSF) – Kaplan
Financial Advice Association Australia (FAAA) Practitioner – Financial Planner AFP