Kevin McDonald CFP®
About Me
As a member of the Ethical Advisers Co-Operative I am passionate about helping clients uncover their personal values and ensure their finances support both their retirement and the future they desire. Working together means that we will be able to develop a financial plan that not only works towards your personal goals and objectives, but also sees your super and investments allocated to investment options that align with your values to support the future you desire. In offering holistic, strategic financial planning services we can provide you with personalised guidance and solutions around a comprehensive range of financial planning areas.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 10 Years
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Licensed By Consultum Financial Advisers Pty Ltd