Authorised Representative Number: 000286769
I am an Authorised Representative of Count and a Director/Owner of McKern Strategic Pty Ltd.
Prior to becoming a financial planner I attained 9 years’ experience in the provision of accounting and business advice.
I am a practicing licensed financial planner and I have been providing financial planning advice since 2005.
I have attained a Bachelor of Commerce from the University of Tasmania, and a Graduate Diploma of Financial Planning from Financial Services Institute of Australasia.
I am a member of Certified Public Accountant (CPA) in Australia and accredited with a designation of Financial Planning Specialist by CPA Australia.
I have attended and passed the Financial Adviser Standards and Ethics Authority (FASEA) exam which is an industry requirement to become a Financial Planner.
I am authorised to provide advice in the following areas:
- Deposit and payment products
- Government debentures, stocks and bonds
- Life products
- Managed investment schemes
- Retirement Savings Accounts
- Securities
- Superannuation.
How to contact me: kft@mckern.co or 07 5522 3222
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
McKern Strategic Pty Ltd
Level 4, 5 Executive DrBurleigh Waters, QLD 4220
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232