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Andrea McKay

Ethical Investment Services Pty Ltd

Silver
8 Yrs Experience
Kew, VIC 3101

As a qualified Chartered Accountant and experienced Financial Adviser, having also run her own retail and design business for over 15 years, Andrea brings a wealth of experience in finance and business to her clients.

Her passion for financial advice comes from seeing friends and elderly parents needing advice and not knowing or trusting who to turn to, with a particular interest in supporting families dealing with aged care arrangements.

Growing up in Tasmania shaped Andrea’s perspective on sustainability and the need to maintain Australia’s wilderness areas for future generations. Andrea also has a keen interest in design, having completed a Diploma of Interior Design (RMIT) and has incorporated sustainability in her design approach.

Andrea seeks to guide and support you through your financial journey by understanding your personal goals and ethics and combining this with her experience and skills in financial services.

Her qualifications include a Bachelor of Commerce (University of Tasmania), Associate Degree of Chartered Accounting, Graduate Diploma of Financial Planning, and she is currently completing her Master of Financial Planning. Andrea is also a member of the Chartered Accountants Institute of Australia and is FASEA exam certified.

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Ethical Investment Services Pty Ltd

16 Princess Street
Kew, VIC 3101

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ethical Investment Services Pty Ltd

AFSL 222690