Sean Young

MK Financial Planning Services

Silver
7 Yrs Experience
Coolangatta, QLD 4225
I am a principal financial adviser of a boutique business that has serviced the local area as a family-run business for over 20 years. My business partner's father started the business and with his succession plan, his son and myself are continuing the legacy that he began. We enjoy working with all different types of clients and between us have expertise from younger families looking to get their finances on track, through to retirees looking to enjoy themselves without financial stress or assisting with aged care needs. You will always deal with an owner of the business and we feel this is important as we are dependent on always making sure the client comes first otherwise our business won't survive. The fact we largely exist on word-of-mouth referrals tells us we are upholding this. We are licensed directly with our regulator, ASIC, and are proud to say there are no conflicts in the advice we provide due to not having any association with product providers. Our motto is 'Building Relationships'. We would invite anyone to contact us that would like to find out more about our services.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

This will be discussed and totally transparent before you decide to proceed after a complimentary the initial meeting.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 9
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Pharmacy
  • Language spoken
    • English

MK Financial Planning Services

Level 1, 3 Griffith St
Coolangatta, QLD 4225

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Coastal Financial Services Pty Ltd

AFSL 528512

4.95
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Sean is extremely professional, very knowledgeable and was very clear in the ability to explain things to me so that I felt confident and comfortable making decisions on my future. I seeked Sean's assistance with investments, superannuation, future planning, insurance policies and budgeting with my finances. His attention to detail and follow up was brilliant. I have since recommended family members and friends to Sean as I trust his opinion and wealth of knowledge. I would thoroughly recommend Sean to anyone who needed guidance and assistance with getting the best out of their future superannuation and investments."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean knowledge of self managed super funds and his ability to explain all the details was very comforting to my wife and myself. We found Sean to be caring and very passionate about his work."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sean helped my wife and I set up our financial affairs, with more of a focus on long term financial planning. He laid out a clear plan for retirement, arranged the relevant insurances to an appropriate cover level and provided a clear structure for our everyday spending. I'm so glad we engaged Sean. When we were in the middle of the worst of the uncertainty associated with the COVID pandemic, we felt comfortable with our plan and it was great knowing there were other levers to pull to get us through difficult times if required. The reduction in anxiety in such circumstances is worth the fee in itself, not to mention the long term benefits noted above. I wish we commissioned Sean earlier."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean has always been able to answer my queries. We have the utmost confidence in his advise. Nothing is a problem for him and he always offers to help us when things get a bit complicated."

  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We meet Sean from when he worked at another organisation. We were hesitant at first about getting a financial adviser but after we meet Sean we felt he alleviated all our concerns and explained things so clearly to us so when he moved on we asked if he would still help us with our finances and luckily for us he did! Even in these times we feel confident that he is doing a fantastic job and contacts us regularly to make sure we are ok and if we have any questions. He is always honest with the difficulties that we may face in the future. We have recommended him to numerous friends."

  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sean has given us advice in areas including super, retirement, managing pensions and tax issues. Sean was able to explain things to us in a clear and direct way. We feel confident in the knowledge and experience he brings to our meetings. We have confidence in his knowledge and advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean is professional in all aspects. Everything is easy and great communication. Easy to understand. Would highly recommend."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean and his team at MK financial planning do a fantastic job looking after my superannuation, taxes, financial investments and more. Very professional outfit and they respond to emails and calls straight away with great advise and knowledge."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean provided myself and my wife a complete financial audit including insurances, budgeting / saving strategies and superannuation. Sean took time to understand our financial and life goals in the short and long term before providing tailored advice on how to achieve this. Sean's advice and strategies so far have been extremely useful in better understanding our spending and has improved our savings plan. I would be very confident recommending Sean to anyone looking to for financial advice."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Bachelor of Pharmacy

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2005

Master of Pharmacy

Level
9 - Masters Degree
Institution
Griffith University
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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