Financial advice built on strong relationships.
Our Story
Founded in 2002 by Damien McKern, we’ve built a practical and personalised way of working with our clients.
Many of the people we work with have been with us for years, even across generations. We take the time to understand your life and what matters most to you, so our advice can evolve as your circumstances change.
Our Mission
We see the world in numbers, so you don’t have to.
Our role is to make complex decisions easier so you can focus on what really matters, your family, your business, and your life.
Leadership Team
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Damien McKern
Principal - Accountant & Financial Advisor
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Kristian Tangan
Partner - Financial Advisor
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Elizabeth O' Connor
Partner - Accountant Advisor
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Mark Jones
Partner - Finance Director
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Shahin Tehrani
Partner - Financial Advisor
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Alex Peckham
Client Manager - Accounting Advisor
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Brandon Critchley
Client Manager - Accounting Advisor
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Mark Lang
Licensed Lending Advisor
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Sarah Cox
Licensed Financial Advisor
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Sam Assenheim
Operations Manager
The McKern difference
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Supporting clients for more than 20 years
We’ve worked with many of our clients for years. We take the time to get to know you and provide advice that grows with you.
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Relationship over transaction
We focus on real conversations, not transactions. You’ll work with people who understand your history and what matters to you.
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We handle the detail
We enjoy solving problems, but we explain things simply. No jargon. No overcomplication. So you can focus on family, work and life.
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One team, one conversation
Accounting, Insurance, Financial Planning and Finance work together. That means fewer handovers and a clearer picture overall.
