les mcguire
is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306MBA, ADFS(FP)
Les has more than 15 years of experience as a Specialist Financial Adviser. As a multi-faceted expert in the financial field, he works with many unique clients providing strategic financial planning.
Les works closely with clients to help resolve financial difficulties using the most strategic, detailed approach. His proven solutions and innovative strategies for tackling even the most challenging financial situations have helped him pave the way for clients to reach favourable outcomes while improving their finances and setting themselves up for a more financially secure and stable future.
Known for focusing on exceeding each client’s expectations while offering the most updated and relevant advice possible, his goal is to assist clients with achieving their chosen goals while on the path to financial freedom and success.
Because of his steadfast dedication to clients, Les has continuously received countless awards for his work as a Financial Adviser. Some of the awards received over the years include Australian Adviser of the Year, Beddoes Institute Australia’s Most Trusted Adviser, Barron’s Australia Top 50 Advisers, and Barron’s Australia Top 100 Advisers, to name a few. Recognised for his talent, work ethic, and natural ability to lead as a results-driven professional, Les continues focusing on problem-solving. He remains determined to provide clients with the most effective and feasible solutions custom-tailored to meet their needs and objectives.
Over his career he has developed a deep knowledge of investment markets, both locally and globally, with a specific focus on client education and long-term investing.
Les finds immense joy in working with people on financial matters while providing professional services that can positively impact the lives of others. Working with the public as a skilled Financial Adviser while providing the most professional and reliable financial advice is his priority and genuine passion in life.
Outside of work, Les is a devoted husband to his wife, Carla, and a dedicated father of six beautiful daughters. He has two adorable puppies, Tiger and Lulu, and enjoys spending time with his family and pets, golfing, hitting the gym, and even surfing on a warm, sunny day.
Life is about living, with limited stress and confidence in the direction you are heading. Why put off to tomorrow what you can do today? Seeking professional financial advice can have a profound positive impact on one’s life. You don’t know what you don’t know and not knowing what might be possible could be affecting you not only now but in the future.
Specialist Skills
Retirement Planning Advice
Superannuation Advice
Self-Managed Super Funds (SMSF) Advice
Debt Management Strategies
Lending
Estate Planning
Investment Strategies
Budget and Cash Flow Management
Personal Insurance
Business Advisory
Management Coaching
professional qualifications
Master of Business Administration Advanced
Advanced Diploma of Financial Services (Financial Planning)
Accredited Tax (Financial) Adviser – TASA
Self-Managed Superannuation Funds (SMSF) Program
Direct Equities Accreditation
Margin Lending and Geared Investments Accreditation
Ethical Literacy Certificate of Accreditation
Certificate IV Financial Services (Finance/Mortgage Broking)
Stanford University Graduate School of Business – Strategic Innovation Program for Small Business
Clariden – Influential Presentation and Public Speaking Skills
Specialist Business Advisory B-Star
Financial Adviser Standards and Ethics Authority (FASEA)
membership & associations
Member of the Association of Financial Advisers (AFA)
Financial Brokers Association of Australia (FBAA)
Member of the Taxation Practitioners Board
Justice of the Peace (NSW)
Awards
2008 – Dux of Horizons Academy
2009 – New Adviser of the Year
2015 – Creative Media Consultants Top Professionals
2016 – Empire Publishing Group Inc Top 101 Professionals
2017 – Australian Adviser of the Year
2017 – Beddoes Institute Australia’s Most Trusted Adviser
2018 – Beddoes Institute Australia’s Most Trusted Adviser
2018 – Barron’s Australia Top 50 Advisers
2018 – NSW Business Chamber Outstanding Business Leader Regional Winner
2020 – Barron’s Australia Top 100 Advisers
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Always obtain a Product Disclosure Statement (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.