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Adviser Profile

Donald McRae

Lifetrack Financial Services

Don is a Certified Financial Planner and has been providing quality advice solutions to his clients since 2011. Don typically deals with wealth accumulators and pre- retirees, assisting them in wealth maximisation, retirement income strategies and estate planning.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $2,650. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

Suite 7 Level 3A 20 Rodborough Road, Frenchs Forest, 2086

Office hours

Monday - Friday: 8:30am to 5pm. Early or late meetings by appointment.



Donald McRae is a representative of AMP Financial Planning AFSL No. 232 706 ABN 89 051 208 327 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.