Vas Mcgoon
@vasmcgoon
Financial analyst with expertise in superannuation and retirement planning.
AustraliaWhat I'm looking for
As a dedicated financial analyst, I specialize in superannuation and retirement planning, helping individuals navigate their financial futures with confidence. With over 15 years of experience in the industry, I have developed a keen understanding of investment strategies and the intricacies of retirement funds.
My commitment to providing personalized financial advice has enabled my clients to achieve their retirement goals. I take pride in analyzing complex financial data and translating it into actionable insights, ensuring my clients are well-informed and prepared for their financial journeys.
Experience
Work history, roles, and key accomplishments
ATSuperannuation Statement
Australian Retirement Trust
Jul 2023 - Jun 2024 (11 months)
Prepared an annual statement detailing the performance and management of a Super Savings Accumulation account, including contributions, investment earnings, and fees. Provided insights into retirement planning and investment options available to the member.
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Vas hasn't added their education
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