Sean McGowan, CFP®

Name Sean McGowan CFP®
Company WLM Financial Services Pty Ltd
Address level 20/56 Pitt St
Sydney, NSW 2000
Phone 02 92217777

Sean is a CERTIFIED FINANCIAL PLANNER® Professional, Accredited Estate Planning Strategist AEPS® and LRS® Life Risk Specialist. He has been working in the Financial Planning industry since 2001.Sean is a Director of WLM Financial Services, a Financial Planning Association Professional Practice. WLM Financial Services is a privately owned and licensed business that provides a comprehensive range of personal and business advisory services. Our three core areas are: Financial Planning, Wealth Management and Chartered Accounting and our services are tailored to meet each clients needs.* Financial Planning includes: Strategic Advice, Investment Advice, Superannuation / SMSF, Retirement Planning, Insurance, Home/Investment Loans.* Wealth Management includes: Investments, Super, Risk Management, Cash Flow & Banking, Asset Protection, Estate Planning.* Accounting includes: Tax Returns, Tax Advice, Business Advice, Systems & Controls, Valuations, SMSFs, Audit. We can provide broad based advice covering most aspects of a person's or businesses finances, or we can provide specific advice, limited to a particular need. WLM has intentionally been set up with a few key points of difference: * We are 100% privately owned.* We have our own Australian Financial Services Licence.* We operate on a Fee-for-Service basis.* We have no restricting ties with any institutions.

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