Andrew McKinlay
Growth Financial Planners
Recent reviews
Growth Financial Planners
Suite 3, 65 Pinjarra RoadMandurah, WA 6210
Opening hours
- 8:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 3
- First year providing advice 2001
- Years of experience 21
-
Highest qualification
- Bachelor of Commerce
-
Language spoken
- English
Expertise
My fees
A percentage based fee structure which is dependant on the invested capital aligns my goals with the investor to increase the clients wealth over time. Flat fee structures are charged irrespective of portfolio performance.
Licensed by
Growth Financial Planners
AFSL 355414
Sort by
Larry, 56 - 65 years, Maylands, WA
"Andrew helped us with an insurance claims, the out come was excellent. We found he was very knowledgeable and efficient.He was always available to answer any of our questions throughout the process and kept us possitve. Would recomend anyone to see him."
- Insurance Protection
Cassandra, 46 - 55 years, Hamilton Hill, WA
"Andrew spent a lot of time making sure my insurance settings were right. He made sure he understood my goals, worries and risk appetite before recommending products. He also advocated on my behalf with the insurer regarding policy exclusions which is 'above and beyond' service. Andrew is also a pleasure to deal with. Very personable and a great listener, I felt like he really wanted the best outcome for me."
- Insurance Protection
- Growing Assets
John, 65+ years, Wannanup, WA
"Andrew at all times displayed great professionalism, and has been very helpful to us with our retirement plans. He is very approachable and easy to talk to. We would recommend Andrew to our family and friends."
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Aged Care
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
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
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
Qualifications & Training
Bachelor of Commerce
- Level
- 7 - Bachelor Degree
- Institution
- The University of Western Australia (UWA)
- Completed
- 1999
Diploma of Financial Planning (1-8)
- Level
- 5 - Diploma
- Institution
- Financial Planning Association of Australia (FPA)
- Completed
- 2002
Professional Memberships
Association of Financial Advisers (AFA)
- Membership type
- Practitioner Member
- Opinion
- Services
- Comment
- Questions
- Details
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