financial planner gold coast.

Financial advice that looks at the whole picture.

From our Burleigh Waters office, we provide strategic financial planning advice for both business and personal wealth.

Four people standing in front of a building with a sign that reads 'McKern' on the door. The building has white walls, two windows with purple signs that display the website www.mckern.co, and a brick lower wall. The people are dressed in business attire and are standing on a concrete surface.

The kind of advice you’d give a friend.

We've been doing this for over 20 years. We've helped clients buy their first home, grow their businesses, protect their families and plan for retirement (often all at once). That experience means we know what to look for and what questions to ask before you even think to ask them.

Our financial planning services are provided by licensed financial advisers operating under an Australian Financial Services Licence and regulated by ASIC.

We can assist with superannuation, insurance planning, succession planning and broader wealth strategies, all considered within your wider financial picture.

Where financial and legal matters overlap, we work with trusted legal professionals and can refer you to the right expertise for your situation, including specialist legal advice.

supporting clients across Australia.

Based in Burleigh Waters, we work with individuals and businesses across Robina, Mermaid Beach, Broadbeach, Varsity Lakes and surrounding Gold Coast suburbs, Brisbane, as well as clients throughout Australia.

what we can help with.

discover your investment risk profile.

Understand your investing comfort level and get clearer direction for super, wealth building and long-term financial planning.

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our industries.

  • Media

  • E-commerce

  • Property Development

  • Builders & Construction

  • Medical professionals

  • Family Business

  • Sole traders

  • Childcare

financial planner FAQS.

  • If you want help making decisions about superannuation, retirement, investments, insurance, cash flow or long-term wealth planning, a financial planner can help you understand your options and create a clear strategy. McKern & Associates works with clients across the Gold Coast, including Burleigh Waters, Robina, Varsity Lakes, Mermaid Beach and surrounding areas.

  • A financial planner helps you make informed decisions about your money. This can include retirement planning, superannuation advice, investment strategies, personal insurance, cash flow planning and wealth creation. The goal is to give you advice that suits your circumstances, goals and stage of life.

  • Yes. We can help you understand how much you may need for retirement, how your superannuation fits into the picture, and what strategies may support your income and lifestyle in the years ahead.

  • Yes. We can help you consider investment strategies based on your goals, timeframes, risk profile and financial position. Our advice is designed to support long-term decision-making rather than short-term speculation.

  • Yes. Our financial planning team are licensed and authorised to provide financial advice. Our Financial planning services are provided by authorised representatives of Count Financial Limited, holder of Australian Financial Services Licence No. 227232. Our team can explain the advice process, the services we provide, and the relevant Financial Services Guide before you decide whether to proceed.

  • Look for someone registered on the ASIC Financial Advisers Register and licensed under an Australian Financial Services Licence. Ask whether they're fee-for-service or commission-based, since that affects what they recommend. The most overlooked factor is whether they understand your full financial position. A planner who also works with your accountant, or is one, gives advice that fits your tax position and business structure instead of working against it. McKern provides financial planning advice from Burleigh Waters on the Gold Coast, working with individuals, families, and business owners across the region.

Compliance & Licensing

Financial Services Guide

These documents explain how we're licensed, how we're paid and what you can expect when working with us. Please read both parts together before engaging our financial planning services.

While we offer both financial planning and taxation/accounting services, taxation and accounting services are not provided under Count Financial Limited's Australian financial services licence and are not the responsibility of Count Financial Limited.

Part One

About Count Financial

Information about Count Financial Limited, available financial services and products, remuneration, potential conflicts of interest and the complaints process.

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Part Two

Our Adviser Profile

Information specific to McKern Strategic and its advisers, including authorised services, fees, referral arrangements and adviser experience.

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*McKern Strategic Pty Ltd ABN 15 610 097 508 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232. Count Financial Limited is a subsidiary of Count Limited ABN 111 26 990 832, an Australian public company listed on the Australian Securities Exchange (ASX:CUP). The information on this web page is general information only and does not take into account your individual objectives, financial situation or needs.

Three people sitting at an outdoor wooden table, smiling and holding coffee cups, with a laptop and a McKern menu on the table, near a beach with a fence and palm tree.

Let’s work together.

Get in touch by sending us a message or contact us at our office.