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Dean McKinnon

Mckinnon Financial Services

Silver
30 Yrs Experience
East Brisbane, QLD 4169

Dean and Vicky own and operate McKinnon Financial Group - a Boutique Financial Services and Financial Planning Firm specialising in providing a total service client platform

Founding and Early Years: Established by Dean McKinnon in Brisbane in May 1992;

Initially focused on providing comprehensive financial services including home loans, investment loans, and business loans.

Expansion and Licensing: Vicky joined in July 2002 with a background in legal, conveyancing, banking and finance;

Obtained own Australian Credit Licence; Obtained own Australian Financial Services Licence; Expanded services to include Bookkeeping, Payroll Services and BAS Agent.

Client-Centric Approach: Emphasis on personal and tailored advice to meet your individual and business needs; We have a reputation for integrity and honesty.

Formation and Vision: Formed as a boutique financial planning firm under the umbrella of McKinnon Financial Services; Aim to provide a holistic and comprehensive financial planning service.

Specialise in small business consulting, retirement planning, investment strategies, and wealth management.

Offer tailored financial plans to help clients achieve their financial goals.

With our own licences, we advise you on the Investments and Financial Products that are right for you, without product limitations and influence created by the Adviser-Licenced Dealer relationship, or the ones that pay us the highest commission

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Budgeting

My fees

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

We offer several levels of fee structures and services.

At a glance

  • Adviser status Silver
  • First year providing advice 1995
  • Years of experience 30
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Mckinnon Financial Services

1 Latrobe Street
East Brisbane, QLD 4169

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Mckinnon Financial Services

AFSL 417488