Authorised Representative Number: 000286769
I am an Authorised Representative of Count and a Director/Owner of McKern Strategic Pty Ltd.
Prior to becoming a financial planner I attained 9 years’ experience in the provision of accounting and business advice.
I am a practicing licensed financial planner and I have been providing financial planning advice since 2005.
I have attained a Bachelor of Commerce from the University of Tasmania, and a Graduate Diploma of Financial Planning from Financial Services Institute of Australasia.
I am a member of Certified Public Accountant (CPA) in Australia and accredited with a designation of Financial Planning Specialist by CPA Australia.
I have attended and passed the Financial Adviser Standards and Ethics Authority (FASEA) exam which is an industry requirement to become a Financial Planner.
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: kft@mckern.co or 07 5522 3222
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchI offer a free initial consultation for potential new clients.
At a glance
- 
							Adviser status
							
								Gold
							
							
 - First year providing advice 2005
 - Years of experience 20
 - 
						
							Highest qualifications
							
- Certified Practicing Accountant (CPA)
 - Graduate Diploma of Financial Planning
 
 - 
							
								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