Justin Mulcahy - Division Manager - Private Wealth Advisor
B Comm (Economics and Finance), Grad Dip Financial Planning
Division Manager - Private Wealth Advisor (Wealth Management)
RBS Morgans Parramatta
A passionate and dedicated Financial Advisor with 15 years of experience, Justin Mulcahy is the Division Manager of RBS Morgans Parramatta.
Justin is a specialist in strategic financial advice and wealth creation for high-net-worth individuals and SMEs. He understands the specific needs of SMEs and is highly skilled in developing strategies for sound financial outcomes in this area.
Justin believes in setting financial goals to provide security and financial independence well into retirement. He is a strong advocate of his "Method behind the Madness" philosophy, whereby he believes a successful strategy requires close analysis of the client's goals and in-depth planning right from the start.
Commencing his career with BZW he went on to be a Senior Para Planner with the National Financial Planning Division of Westpac. He then worked as a Private Client Advisor with Hartley Poynton.
Justin is an expert in communicating the strategic financial advice process to clients, ensuring they understand, manage and benefit from their plans. His advanced skills and experience in the direct environment area, allow Justin to excel in Self Managed Superannuation strategies.
Financial Management Philosophy
Partnership, information, open communication based on integrity and trust - these are the cornerstones of Justin's approach. By taking the time to understand his client's goals and aspirations for life, family and business, Justin is able to investigate and offer the opportunities and most appropriate strategies to ensure these goals are achieved.
Professional Associations
Member of the Financial Planning Association (FPA)
ASIC Approved Competencies
- Securities
- Life Insurance
- Financial Planning
- Superannuation
- Managed Investments
- Derivatives Level 1
Personal Goals
When Justin isn't working on developing the personal and business wealth of his clients, he spends time with his beautiful daughter and wife. Justin's goal is to grow a strong Parramatta Division of RBS Morgans and to have plenty of time to enjoy his rugby and large extended family. Justin is also passionately involved in his family's Fine Merino Wool operations in the Cowra and Young regions of NSW.
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