Leonie McKain

Viewon Financial Advisory Pty Ltd

Platinum

10 Yrs Experience

Maroochydore, QLD 4558

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I love helping my clients work towards financial independence and I whole-heartedly believe it is never too early to start planning for retirement.

I've completed my Masters of Financial Planning and am committed to ongoing professional development for the benefit of my clients.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Aged Care
Tax Strategies
Growing Assets
Wills & Estates

5.00 June 2022

Leonie is a very organised and efficient operator- which makes dealing with her a pleasure. She ensures clients are well informed throughout the entire process.

4.75 October 2021

Leonie has been looking after me and my investment for some time and although I am not the smartest kid in class she takes time for explanations and reasons. As a result I always leave her confident that I made the right decision when I choose her to care for my future.

4.75 September 2021

We are extremely happy with Leonies knowledge in helping us with our financial planning for our future

5.00 September 2021

Leonie is always available and has a very easy manner and easy to understand explanations.

5.00 September 2021

Leonie has since day one given us extremely sound advice and direction at all times, whether that was to do with my Superannuation plan and Jessica Investment portfolio etc. She can communicate with the lay person and has a outstanding subject knowledge of products -especially to our specific needs. We are extremely confident that the advice given by Leonie has served us well to date. She is also exceptionally attentive and meets all of our needs on a timely bases and as such she is a valued asset to Blue Harbour Financial.

Adviser status Platinum
Rating 4.83
Number of reviews 56
First year providing advice 2015
Years of experience 10
Highest qualification
- Master of Financial Planning
Language spoken
- English

Viewon Financial Advisory Pty Ltd

Level 1, 37 The Esplanade
Maroochydore, QLD 4558

9:00am – 5:00pm Monday – Sunday

Matrix Planning Solutions Ltd

AFSL 238256

Leonie McKain

Viewon Financial Advisory Pty Ltd

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Viewon Financial Advisory Pty Ltd

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Matrix Planning Solutions Ltd