Financial advice that looks at the whole picture.

FINANCIAL PLANNER GOLD COAST

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. In that time, 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.

Based in Burleigh Heads, 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.

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.

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 before engaging our financial planning services.

While we offer both financial planning and taxation/accounting services, any taxation and accounting services are not endorsed by, nor are they the responsibility of, Count Financial Limited.

Part One

About Count Financial

Important information about Count Financial Limited and the financial services it provides, including how they operate and are regulated.

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Part Two

Our Adviser Profile

Details the services, fees and information related to McKern as an authorised representative of Count, including how we're paid.

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*McKern Strategic Pty Ltd ABN 15610097508 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.

Let’s work together.

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