Andrew McKinlay

Growth Financial Planners

Gold
21 Yrs Experience
Mandurah, WA 6210

Recent reviews

Growth Financial Planners

Suite 3, 65 Pinjarra Road
Mandurah, WA 6210

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • 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

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

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

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

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

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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
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