Our Company at a Glance
The foundation of MAS Wealth Management’s 5 Pillars to Financial Success program was first developed between 1992 and 1996 by founder Eric McCay, which was called the “Mortgage Elimination & Wealth Creation Program”.
MAS itself was incorporated in 1996 to provide specialised mortgage and cash flow services to its clients and to take the Mortgage Elimination & Wealth Creation program out into the world.
Upon the success of the program for MAS direct clients, the decision was made to share it through a network of like minded accounting firms that wanted to provide value added services in financial planning that they simply couldn’t do on their own. As a result in 2007 the Professional Partner Program was established.
Today, MAS Wealth Management cares for more than $100 Million in funds under management (investment and loans), servicing over 320 clients.
Our Directors
Eric McCay – B.Bus. CPA, CFP (Founder & CEO of the MAS Group of companies)
After gaining 10 years experience working as an accountant for two of Australia’s top 100 listed companies (one in manufacturing and another in property investment), Eric left the corporate world in 1987 to pursue a career as a financial planner.
Over the following 8 years whilst completing his qualifications as a Certified Financial Planner, he worked closely with a large cross section of individuals and small business people. It was during this time Eric learned the secrets of what holds most people back from achieving their full potential as investors. He then set about developing a comprehensive wealth management program to help ordinary working people understand the complexities of the wealth process. This program has helped many people who were either in the process of paying off their home, or had already achieved home ownership and were embarking on the journey of serious wealth accumulation.
The personal gratification Eric gained from the success of those who undertook his programs inspired him to incorporate Mortgage Administration Services Pty Ltd (MAS) in 1996 to specialise in the cash flow and debt management aspects of the wealth management process.
The Professional Partner Program was the next step in the evolution of this service and is focused on providing a full range of financial planning options to accounting firms, calling upon the specialist team at MAS Wealth Management.
Today Eric’s main responsibility is the management of the MAS team and the continual development of the client management system to ensure the best possible outcomes for those who embark on the journey to financial freedom.
Eric McCay of MAS Operations Pty Ltd trading as MAS Wealth Management is an Authorised Representative (No: 245042) of Count Financial Limited AFSL: 227232; and a Director of MAS Loans Pty Ltd Australian Credit License No: 392137
Rob Dugdale – B.Bus, CPA, CFP (Director & Account Manager)
After finishing his Business degree majoring in Accounting, Rob commenced his career in public practice. During this time he quickly identified that there was a lack of proactive solutions being offered in accountancy to help clients with wealth creation. Frustrated by this, he made the transition to financial planning.
With his accounting qualifications behind him, Rob then set about the more difficult task of accumulating the necessary experience required and began working with Eric McCay in 1995. Over the next 10 years he completed his CPA and Certified Financial Planner designations and built up a wealth of experience in all facets of financial planning and lending, before becoming a director of the business in 2004.
More recently, Rob gained Self Managed Superannuation Fund and mortgage broking accreditation, and became the responsible manager for MAS Loans Pty Ltd, which holds an Australian Credit Licence.
Rob’s key role is to co-ordinate the services of the business and to inspire and guide clients through the complexity of financial life towards their goal of financial freedom, which gives him great satisfaction.
Rob Dugdale of MAS Operations Pty Ltd trading as MAS Wealth Management is an Authorised Representative (No: 244805) of Count Financial Limited AFSL: 227232 and a Director of MAS Loans Pty. Ltd. Australian Credit License No: 392137
Our Team
MAS Wealth Management would not be able to deliver exceptional outcomes for clients without a team of dedicated professionals.
