Welcome to McPhail HLG Financial Planning

McPhail HLG Financial Planning has been dedicated to ensuring our clients receive only the highest quality financial services since 2001. Our associates, McPhail & Partners Certified Practicing Accountants have been in business for over 50 years.

We are a boutique firm consisting of three highly skilled financial planners and a professional support team based in Box Hill. We are able to assist clients with the most complex situations using our extensive knowledge, expertise and experience.

We currently service a broad range of clients comprising of professionals, wealth accumulators, small business owners, self managed super funds and retirees. All of our clients benefit from our ongoing concern for their financial well being.

Anne Graham, David Graham and Wayne Durdin are authorised representatives of Securitor Financial Group Ltd and between them they provide financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice.

Anne Graham, David Graham and Wayne Durdin are authorised credit representatives of Securitor Financial Group Ltd and they provide general advice in relation to credit and credit referrals.

Your Adviser may offer you services through or may refer you to McPhail & Partners Pty Ltd for services outside the scope of the Securitor AFSL. Although the same Adviser may offer you services or a referral to this business, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice and credit activities provided by Anne Graham, David Graham and Wayne Durdin.

Latest From McPhail HLG Financial Planning

	Budget Update
	The announcements made on 14 May 2013 were largely non-surprising with virtually all major announcements (from a financial planning perspective) having been rumoured and confirmed in the days and weeks leading up to this night......
	Download File
	Economic Overview and Market Outlook
	A number of political events dominated the final quarter of the calendar year, none more so than the U.S. election in November. The results proved to retain the status quo in terms of the return of president Obama and control of the house and senate. This allowed debate to move quickly to the resolution of budget issues dubbed the ‘fiscal cliff’......
	Introducing our new team member
	We're very happy to welcome Kathleen Dean to our team at McPhails....
	What does Female Excellence look like in 2012?
	Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive....

McPhail HLG Financial Planning Pty Ltd is a Corporate Authorised Representative of:

SECURITOR Financial Group Ltd,
A.B.N. 48 009 189 495
AFSL and Australian Credit License 240687

Liability limited by a scheme approved
under Professional Standards Legislation.

Copyright © McPhail HLG Financial Planning. All Rights Reserved. ABN: 27 091 207 000
DISCLAIMER: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstance.

SECURITOR Financial Group Ltd, A.B.N. 48 009 189 495, AFSL and Australian Credit License 240687