Our Team

  

Peter McCormack

Principal Consultant BA(Acc) ADFS(FP) AFPA SSA 

 

Peter is the founder and Principal Consultant of the firm. He has a wealth of experience advising Senior Executives and High Net Worth individuals dating back to 1999.   His experience has been gained in a top tier stockbroking firm, a large private accounting firm as a financial planner and also as an accountant in a leading agricultural accounting firm.  The accounting and stockbroking sectors are key areas for consideration by High Net Worth clients.

He has a Bachelor of Arts (Accounting), the Advanced Diploma in Financial Services (Financial Planning), is a member of the Financial Planning Association of Australia and is a Listed Securities Specialist with the Australian Stock Exchange.

Peter enjoys spending time with his 3 children and watching their sporting pursuits. He comes from a farming family and held an owner builders licence, having built his own home. He now enjoys travelling, renovating and golf.

Peter is committed to building long-term relationships with his clients and providing them with professional and personalised financial advisory services.

   

 

 Cathy Hart

 Client Services

Cathy has been in financial sector for over 15 years with a vast wealth of experience in financial planning and insurance administrative roles.

At McCorp Financial Planners she is responsible for providing support to Peter and his clients. Mainly, preparation of Advice Documents and Reports to it's highest standards. Cathy is also responsible arranging the Annual Review Meetings and organizing Quarterly Reports.