Leonie McKain

Blue Harbour Financial Partners

Gold
7 Yrs Experience
Cleveland, QLD 4163
I love helping my clients work towards financial independence and I whole-heartedly believe it is never too early to start planning for retirement. I've completed my Masters of Financial Planning and am committed to ongoing professional development for the benefit of my clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 55
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Blue Harbour Financial Partners

Level 1, Raby Bay Harbour, 152 Shore St W
Cleveland, QLD 4163

Opening hours

  • 9:00am – 5:00pm Monday – Sunday

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190

4.80
55 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
4.95
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 55

Sort by

4.75

"Leonie has been looking after me and my investment for some time and although I am not the smartest kid in class she takes time for explanations and reasons. As a result I always leave her confident that I made the right decision when I choose her to care for my future."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We are extremely happy with Leonies knowledge in helping us with our financial planning for our future"

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

"Leonie is always available and has a very easy manner and easy to understand explanations."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Leonie has since day one given us extremely sound advice and direction at all times, whether that was to do with my Superannuation plan and Jessica Investment portfolio etc. She can communicate with the lay person and has a outstanding subject knowledge of products -especially to our specific needs. We are extremely confident that the advice given by Leonie has served us well to date. She is also exceptionally attentive and meets all of our needs on a timely bases and as such she is a valued asset to Blue Harbour Financial."

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

"Through Leonie's knowledge and experience my wife and I feel very confident and have utmost confidence with the advice given is right for our current needs. We always receive Leonie's full care and attention when needed."

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

"Leonie has given me advice in areas of superannuation and pensions. Leonie was usually able to explain things to me in a clear way. Through Leonie's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Leonie's full care and attention when I needed."

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

"Leonie as always made me feel that everything was under control and I had no need to worry about anything. Leonie is the best in the business and a top person as well."

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

"Leonie gave me advice on my best options on retirement phase pension and our best options for our investment opportunities in our retirement. I feel very confident in her option advice is in my best interest. I felt I was informed extremely well and received her best attention in her advice."

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

"Leonne always gives me sound advice which is easy to understand."

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

"Leonies advice is always relevant and she explains things clearly in a way we can understand. We are very confident in her ability to assist us with our retirement needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 55

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Traineeship Management Australia (TMA)
Completed
2012

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2013

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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