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
What Happened: Canada scraps its digital-services tax after U.S. push-back
Why It Matters: Signals Washington’s willingness to use trade leverage; Europe and others with similar taxes may face the same choice.
What Happened: U.S., UK, and Australian central banks lean toward rate cuts
Why It Matters: July cuts are now priced in. Easier policy is propping up equities despite weakening data.
What Happened: U.S. dollar breaks to multi-year lows
Why It Matters: Markets are questioning U.S. fiscal discipline and anticipating lower rates — a backdrop that could keep currency volatility elevated.
What Happened: Global data still mixed
Why It Matters: Strong U.S. job openings contrast with soft manufacturing; Europe and China show faint signs of stabilising. The patchy recovery keeps investors focused on upcoming earnings and Fed guidance.
Key drivers to watch in the coming weeks:
Progress (or stumbles) in U.S. trade talks, June payrolls, and the mid-July earnings season. Treasury supply linked to the 'Big Beautiful Bill' could put bond markets back under pressure by late July.
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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
