Jade McKay

Essential Financial Advice Pty Ltd

6 Yrs Experience
South Bunbury, WA 6230

I have been in the financial services industry since 2015. With my past experience working as a client administration manager I have worked very closely with clients and advisers for the past three years. This has given me the valuable industry knowledge and experience to transition into advising in 2018.

I specialise in helping clients with accelerated debt reduction, risk protection and I'm a huge advocate of setting goals. Another area that my expertise can be invaluable is dealing with the financial aftermath of a separation. I can support you as you get back on your feet, establish new financial habits and create a fresh plan going forward. I am currently continuing my professional development and ongoing education towards a Masters in Financial Planning.

My first introduction to financial planning was from my own personal experience of seeking direction and advice. Experiencing this first hand and witnessing the benefits has fuelled my passion to assist others take control of their own finances and live their best lives. There is nothing better than seeing others achieve their goals and dreams. Outside of the office I work casually as a veterinary nurse and like to keep active. Traveling is a huge passion of mine and have many places to visit on my bucket list.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Essential Financial Advice Pty Ltd

52 Forrest Ave
South Bunbury, WA 6230

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchron Advice Pty Ltd

AFSL 243313