Kinda McKean profile photo

Kinda McKean

Investwisely

Bronze
9 Yrs Experience
Bella Vista, NSW 2153

With over 20 years of experience in Financial Services, I am committed to providing quality advice that is tailored to my client's needs.

I joined Investwisely in 2019, previously providing advice under Yellow Brick Road Wealth Management since 2016. Prior to this, I worked at Colonial First State and Asteron where my focus was on analysis and reporting of managed funds. My studies include a Masters of Commerce (Funds Management), a Diploma of Financial Planning and a Diploma of Mortgage Broking.

The advice I provide is focussed on building wealth, superannuation, investment, retirement planning and aged care advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Property Investment
  • Tax Strategies
  • Budgeting

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Investwisely

Shop 7, 1 Circa Boulevarde
Bella Vista, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638