About Us
“An investment in
knowledge pays
the best interest”
- Benjamin Franklin
McCormack Financial Services is a well-established local business that operates across the North West Coast of Tasmania. We are based in Devonport and have a client base that reaches predominately from Launceston to Smithton.
As a family focused and community orientated business, we genuinely care about reaching outcomes that meet your goals. We do this by listening and advising based on what is best for you, our client. We will remove the hassle to ensure you are free to enjoy the path you have chosen.
At McCormack Financial Services, we believe our people make all the difference.
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Rod McCormack FdnDFP
Practice Principle/Financial Planner
Rod has been in the Financial Planning industry since 2000, and Owner of McCormack Financial Services since 2003. Prior to this he spent 10 years in the Finance Industry. He is a Member of Financial Advice Association of Australia (FAAA). Rod has been heavily involved in local sporting organisations over many years, is community minded and loves to spend time with his family and friends.
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Scott James AdvDipFS(FP)
Financial Planner
Scott joined McCormack Financial Services in 2007. Previously he was the Financial Services Information Officer at Centrelink in Devonport for 5 of his 14 years in total with the Department. His extensive knowledge in this area is of great value to our clients. Scott has also done extensive training in the Aged Care industry, is a Board Member for a local Aged Care Facility and is a Member of the Financial Advice Association of Australia (FAAA).
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Grant McCormack AdvDipFS(FP)
Financial Planner
Grant has been with McCormack Financial Services since 2007. Prior to this he worked in the Accounting and Financial Planning industry for 7 years and then 18 years in Estate Planning and is a Member of Financial Advice Association of Australia (FAAA). Grant is community minded, loves running and has had a strong involvement in local sporting organisations.
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Nicole Hingston GDipFinPlan
Financial Planner
Nicole has been with McCormack Financial Services since 2016 and has been in the Financial Planning industry since 2003. Nicole values ethical investing and is a Member of the Responsible Investment Association Australasia (RIAA) and Financial Advice Association of Australia (FAAA). Her training and experience with Self Managed Super Funds makes her a great asset for our SMSF clients.
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Fran Dutton
Practice Manager
Fran has been with McCormack Financial Services since 2013 and has worked her way from part-time receptionist to Practice Manager, prior to this Fran was the owner operator of her own retail business. Her many years of experience is greatly valued in the office.
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Helena Oldfield
ParaPlanner (DipFP)
Helena, joined our team in 2019. Helena had previously worked in the Financial Planning industry for 9 years and her vast knowledge in this area is of great value in her role in supporting our Planners.
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Janie Rockliff
Client Services Officer
Janie joined the McCormack Financial Services family in 2017 and has been in the finance industry since 1996. With her many years in the industry her experience is a great asset to the team.
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Rosie Mulcahy
Client Services Officer
Rosie joined us in 2023 from a background in hospitality. Rosie is a great asset to the team and is the first face to greet you as you walk in the door.
