We are a boutique Financial Planning practice that supports the local community with a strong focus on family and small business.
Our mission is to help our clients build long term financial success by delivering exceptional client service and quality financial advice.
Each of our advisers has more than 10 years’ experience and holds Certified Financial Planner (CFP) status bestowed by the Financial Planning Association of Australia (FPA).
We have helped many clients to invest their savings and to protect their assets, so we are well placed to assist you.
Our advisers act in a manner which safeguards your interests and provides you with access to a wide range of products.
The principals of McLeod Watzdorf Financial Planning are authorised representatives of Securitor Financial Group Limited, an Australian Financial Services licensee.
McLeod Watzdorf Financial Planning - 2010 Securitor SA Practice of the Year
Our Dealer Group
Established in 1986, Securitor has steadily grown into one of Australia's largest financial services groups with a reputation for innovation and technical excellence.
Securitor is the holder of an Australian Financial Services License (240687) issued by the Australian Securities and Investments Commission (ASIC). Securitor is a principal member of the Financial Planning Association (FPA) and is a foundation sponsor of the FPA Quality Advice campaign.
Securitor is part of the BT Financial Group, which also owns Asgard. The group provides a broad range of products from companies other than Asgard and the BT Financial Group and its approved product list. BT Financial Group is the wealth management arm of the Westpac Group. Westpac has been delivering banking and other financial services to Australians since 1817.
