Rory MacKenzie

Prom Country Financial Planning Pty Ltd

Silver
19 Yrs Experience
Inverloch, VIC 3996

Recent reviews

Prom Country Financial Planning Pty Ltd

5 Edgar St
Inverloch, VIC 3996

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 19
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • 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

Licensed by

Bombora Advice Pty Ltd

AFSL 439065

4.85
19 Reviews
5
4
3
2
1
4.85
Clear communication
4.95
Knowledge & expertise
4.80
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.75

"Rory has been extremely helpful; he has pointed us in the right direction. We came to Rory as we felt as though our previous Adviser was leading us down the wrong path. We have been very happy with Rory and would not hesitate to recommend him to our friends and family."

  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We consider ourselves very lucky to have Rory as our Adviser. His knowledge and experience is paramount. We always leave our appointments with a better understanding of our situation and feel extremely confident in Rory's advice. Rory exceeded our expectations not only with his in-depth knowledge but also the amount of care he shows. As a result, we have recommended him to our friends and family who are interested in seeking financial advice."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"'I work in the medical profession and business enterprise. Financial matters have always been important to me and my family. In the past 28 years of hard work, I have had several financial advisers who have cost me a lot of money and disappointment. I must say that Rory has rebuilt my trust and offered me excellent, well balanced and honest advice. Most importantly, when I recently became partially disabled, Rory patiently and successfully guided me through a complicated process of applying for my disability allowance. I thank him for his dedication and effort, for always being accessible and following up on my concerns.'"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very happy with Rory, he is very approachable and explains things clearly. He is always available to answer our questions. I have recommended my family see Rory to assist them with their finances as we are confident in his abilities."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rory did an excellent job helping me to manage my claim when I injured my ankle. I am very happy and thankful for his work."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rory was great in helping me manage my income protection claim. I appreciate his hard work. I would highly recommend Rory to an acquaintance."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I was very happy with the way Rory handled my claim. I was satisfied with the service provided. I have referred Rory to family members."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rory was excellent in helping me with my income protection claim. I was very happy with the result and would recommend Rory to anyone."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent service from Rory. 10 out of 10. The claims process was easy because Rory handled it all for me, I didn’t have to deal with any of it. I’ve given Rory’s details already to a couple of people so he can help them. The only feedback I can give is all positive, the insurance company was hard to deal with but once Rory took a hold of the claims process it was great. It was simple. Rory was absolutely amazing. Without him I would have walked away."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Service was great and Rory was very easy to deal with. I found the process of my claim effortless, I didn’t have to do a great deal and I was able to focus on my recovery. There is not a chance that I would have been able to achieve the same result if I tried to handle this claim by myself. I have since referred Rory to some business colleagues for assistance. Overall I’d say the process was minimal fuss and Rory was able to take the stress away from me about having to chase anything up."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
2000

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2003
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