Kevin McCarthy

Mccarthy Financial

Gold
18 Yrs Experience
Stones Corner, QLD 4120

Recent reviews

Mccarthy Financial

433 Logan Road
Stones Corner, QLD 4120

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 36
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Wills & Estates
  • Budgeting

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.75
36 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 36

Sort by

5.00

"We are very happy with the service provided by Kevin and also his team. We would recommend anyone who wants to feel confidant and at ease with their adviser to contact Kevin."

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

"Good advice"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kevin provides advice on our MLC super in regards to investment and taxation law changes. His experience in the industry enables him to provide balanced advice in regards to risk and security."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very professional, thorough and friendly service provided by Kevin."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have worked with Kevin for a number of years and always have found him professional, knowledgeable in terms of the products and a really warm man."

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Provides invaluable advice on superannuation"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I do not like the idea of an agreement to display any comment or testimonial without it first being discussed at one of our usual personal encounters."

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

"My wife and I have always found Kevin to be friendly, knowledgeable as well as being a good listener. He has certainly helped us to prepare for retirement."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I always receive updates on how the market is going. Kevin always responds quickly to any questions or requests that i have. Very happy with the service that Kevin provides. June 4504"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 36

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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