Financial Planners
Being licensed directly with ASIC allows our Financial Planning division to tailor advice specific to your needs.
Mulcahy & Co’s financial planning branch is licensed directly with the Australian Securities & Investment Commission (ASIC). No other organisation, financial provider or investment company has ownership or control over the decision-making of our financial planners and financial advisers.
Our ASIC licence allows our team of financial advisers and financial planners to tailor advice specific to clients’ needs.
There is any number of reasons people might need a financial adviser or financial planner. You could be in a strong position financially, need help managing your money or you’re planning to retire or invest, the list goes on. Unless you have the time and knowledge, it is always useful to seek professional advice on financial planning. At Mulcahy & Co, we offer exactly that – professional financial services with expert financial advisers and financial planners.
Our Process in Financial Planning
Watch this informative video about how we go about assisting you on your way to financial security. Brought to you by Director Thayne Turley.

Our respected team of financial advisers and financial planners specialise in financial planning for a range of needs, including:
- Personal investment advice
- Pre-retirement and retirement planning
- Direct share broking
- Personal superannuation advice
- Employer/corporate superannuation services
- Negative gearing investment advice
- SMSF advice
- Aged care planning
- Personal insurance such as life insurance, total and permanent disability (TPD), trauma, income protection and/or business expenses insurance cover
- Centrelink and pension planning advice
Choosing a financial adviser is made easy with Mulcahy & Co. From the minute you first make contact with us, you’ll be confident you are dealing with the best financial planning firm.
Weekly update from our research partner Investsense
Markets Rally on Trade Truce News: Global equity markets extended their rebound, with U.S. stocks rising more than 15% from April lows after a 90-day U.S.–China tariff truce was announced. Tariffs will remain elevated, but the Geneva agreement significantly eased investor fears of a prolonged trade shock.
Market Gains May Be Getting Ahead of the Data: While markets have bounced strongly, the underlying economic picture hasn’t improved as much. Some of the rally appears to be driven by trading activity — not stronger company profits or earnings outlooks — so there’s still reason to be cautious.
Interest Rates Edge Higher on Budget Concerns: Bond yields rose as investors discounted an improved economic outlook but this also may be reflecting higher deficits. This will probably mean more U.S. debt needs to be issued in the future, something which could eventually put upwards pressure on interest rates and undermine market stability.
Listen to the Investsense podcast for weekly updates:
Apple: https://podcasts.apple.com/au/podcast/the-investsense-podcast/id1497076117
Spotify: https://open.spotify.com/show/3xR4Vjn77KBpVOj2N15r1p
Financial Planning Services
Latest Financial Planning Updates
Don't take our word for it...
I have absolutely no doubt Lynde is one of the very best in her industry.
As part of the ageing process what to do with my nest egg savings and superannuation I found to be quite stressful and as the time got closer to accessing it the more I Googled and read about my choices the more confused I got. Lynde's awesome work ethic, excellent product knowledge and caring nature has enabled us to create a portfolio that really works well and suits our needs making this whole process a whole lot easier.
Thanks Lynde for your continued efforts and please keep up the brilliant work you and your experienced team do as we really do appreciate it.
~ G & L
