Andy McKay

Shadforth Financial Group

4.70
1 Review
Gold
17 Yrs Experience
Perth, WA 6000

Recent reviews

Shadforth Financial Group

Level 28, Central Park Tower, 152-158 Saint Georges Terrace
Perth, WA 6000

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Shadforth Financial Group

AFSL 318613

4.70
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
3.75
Likely to recommend
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4.75

"Trusted Adviser"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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