Andrew McKee

Mckee Financial Services

Gold
34 Yrs Experience
Sydney, NSW 2000

Recent reviews

Mckee Financial Services

Level 6, 88 Phillip St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 28
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.90
28 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 28

Sort by

4.75

"Andrew has been and continues to be helpful and informative with regards to managing my super portfolio which consists of equities and other holdings. The advice is always well presented and thorough."

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

"'Andrew has given my wife and I advice in areas including Superannuation and Retirement income/pension. Andrew was usually able to explain things to us both in a clear way. Through Andrew's knowledge and experience, I feel very confident that the advice given was right for our needs. We always receive Andrew's full care and attention when I needed it.'"

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

"bob and mary 2773 Andrew really understands that our age we dont have the benefit of time for the share market to bounce back after a down turn in the stock market and therefore advice us as to which investments to consider and best for our circumstances"

  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew over the years has given us advice with regard to our Self Managed Superfund, including our insurance needs. He was able to explain things clearly and patiently answered all our questions. He is always accessible and I feel confident in his advice and know that he will look after our interests."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew is personable and in our twice yearly reviews takes the time to update us on the complexities of global economy that are or may impact on our investments. This would otherwise be a complete mystery to us! He has tailored our investments to suit our needs and we feel confident as he constantly manages risks and diversifies on our behalf. Highly recommend."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew has a strong understanding of markets, valuations and financial products, however is able to explain these to us is in simple terminology which myself and my wife understand. We are extremely confident with the advice which is provided to us by Andrew and with his guidance, we have been able to develop our saving and investing strategies."

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

"Andrew is an excellent person to have a chat with and trust for our advice needs- he is very knowledgeable but still has that down to earth approach. An person who is very professional. Thanks Andrew!!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Good adviser"

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

"We previously managed our own SMSF but as we age we saw the need to simplify the process and get deeper and more appropriate advice matching our stage in life. Andrew is friendly, empathetic and explains issues and markets clearly. We have no hesitation in recommending Andrew to anyone seeking the services of a professional financial planner."

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

"Following Andrew's risk assessment, he has given us advice on all aspects of managing our Superfund, specifically with investments and cashflow. Very much due to our age and financial standing, Andrew has chosen investment portfolio which we have 'eased into'. Andrew is always available to answer any questions we have relating to our portfolio and his advice has been invaluable. Dawn and myself are constantly amazed by Andrew's understanding of financial markets and the political landscapes that may influence the big picture. We are very pleased to have Andrew managing our financial affairs."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 28

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
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Fellow of the Institute of Actuaries of Australia (FIAA)

Level
0 - Training / Exam / Other
Institution
The Institute of Actuaries of Australia
Completed
1993

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
1988

Professional Memberships

Actuaries Institute

Membership type
Member
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