15 Reviews

Serhan MacKey

Canberra Advice Financial Planning

Platinum

17 Yrs Experience

Parkes, ACT 2600

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I am a Financial Adviser and the founder of Canberra Advice Financial Planning.

I started Canberra Advice FP because I felt it was time for me to work independently of product providers. We believe financial advice is a very personal experience. Our advice embraces your whole financial life. Your situation will dictate what services and advice you need to make the most of your resources.

What makes Canberra Advice different.

Uniquely Personal

Your life is your life, and financial advice needs to reflect it. We’ll align your strategy and choices to your values and intentions. There is no cookie cutting here.

We are not affiliated with any financial products. It means you are our priority, and we aren’t incentivized to push products that you do not need.

Complex made Simple

No one wants to be overwhelmed with financial jargon and the technicalities of Defined Benefit Schemes, SMSFs or investing with ESG considerations. We are obsessed with simplicity, so you are empowered and feel in control.

To arrange a 15-minute complimentary discussion email me at serhan@canberraadvice.com.au

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Socially Responsible
Tax Strategies
Budgeting

5.00 June 2024

I was looking for someone to provide advice on redundancy with experience with PSS and I found Serhan to be really good, she listened to my situation and provided advice customised to my circumstances, she knows the PSS and provided advice on options going forward. I would use her again and would recommend her to others.

5.00 May 2024

Serhan was excellent at explaining things in a way I could understand, and was respectful about my lack of knowledge!

5.00 March 2024

Serhan's a great listener and very friendly. I really value the advice she gave me. The result of that advice is already bearing fruit and will be for years and years to come. I had the impression that Financial Planners were only for high net worth individuals, but Serhan proves that such an opinion is false. I know the next time I'm in a position where financial advice is going to help (and I know now how helpful such advice is), I'm booking an appointment with Serhan! Thanks Serhan.

5.00 November 2023

Serhan was very approachable and professional in assisting me in planning towards my retirement. I highly recommend Serhan as she explained my options clearly and her knowledge in DFRDB, MSBS & PSS superannuation funds is exceptional.

5.00 November 2023

Serhan has exceptional knowledge and experience with the Commonwealth Superannuation Scheme and successfully established my retirement transition for 54/11. Due to her strategic advice, I am in a much better position than my colleagues (some of whom opted for a lump sum instead of a pension). She regularly reviews my investments, and superannuation scheme and frequently contacts me to advise of any financial legislative changes and to keep abreast of my personal circumstances or requirements.

Adviser status Platinum
Rating 5.00
Number of reviews 15
First year providing advice 2007
Years of experience 17
Highest qualifications
- Master of Financial Planning
- Master of Business (Hospitality Management)
Language spoken
- English