I am an Authorised Representative of Count and a Principal/Owner of McKern Strategic Pty Ltd.
With over 30 years’ experience in the provision of accounting, tax and business advisory
services and 6 years’ experience in the provision of financial planning advice. My credentials include a
Bachelor of Laws and Bachelor of Business (Accountancy) from QUT (March 1995) and a Diploma
of Financial Planning from Mentor Education (July 2015).
Furthermore, I am a Fellow of the Institute of Practicing Accountants (FCA) (April 2014) and a member of the Forensic Chapter of the Institute of Chartered
Accountants, Fellow of the Society of Certified Practicing Accountants (FCPA) (July 2014), Fellow of
the Taxation Institute of Australia (April 2006), Chartered Tax Advisor (July 2012), Registered Tax
Agent (April 2002) and a Registered Self –Managed Superannuation Fund Auditor (March 2013)
and Justice of the Peace (Qualified) (September 1996).
I am authorised to provide advice in the following areas:
- Deposit and payment products
- Government debentures, stocks and bonds
- Life products
- Managed investment schemes
- Retirement Savings Accounts
- Securities
- Superannuation.
How to contact me: dtm@mckern.co or 07 5522 3222
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2016
- Years of experience 8
-
Highest qualifications
- Certified Practicing Accountant (CPA)
- Chartered Accountant (CA)
-
Language spoken
- English
McKern Strategic Pty Ltd
Level 4, 5 Executive DrBurleigh Waters, QLD 4220
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232