WLM is very pleased to announce that Dan McGrath has agreed to join the WLM Financial Services team as of 1 July 2012.

Dan is a Chartered Accountant and Fellow of the Tax Institute of Australia (FTIA) and will be working in the accountancy side of our business advising personal and business clients.

Prior to joining WLM Dan:

  • Successfully built up and ran his own business, McGrath Business Advisory, which will be formally merged with WLM during 2012-13, and
  • Worked at Walter Turnbull for 10 years as a Senior Manager, prior to Walter Turnbull merging with PriceWaterhouseCoopers, and
  • Spent time working with KPMG in London and Edinburgh.

Dan will initially join WLM as an Associate Director before joining the board as a Director and equity holder in the business, upon the successful completion of the merger towards the end of calendar 2012. The merger provides Dan with scale and infrastructure to allow him to focus on his core strengths of servicing clients and building the business, whilst giving WLM additional resources to further develop the depth and range of services WLM provides for the benefit of our clients and further developing and mentoring our staff.

Outside of the office Dan is married and expecting his first child in July, so it’s exciting times for him and his growing family. Dan is an avid sportsman, playing AFL and Rugby Union as well as getting involved in the community through his club’s committees. He also enjoys travel, reading and spending time with family and friends.

Dan’s experience, skills and ambition to best serve clients will fit in well with the culture of WLM and we look forward to being able to introduce him to you all over time.