financial planner gold coast.
Insurance advice that gives you peace of mind.
From our Burleigh Waters office, we provide Practical advice for individuals and businesses - always in your best interest.
advice you trust when it matters most.
When it comes to protecting your family, your income, and your future, you want advice that’s thoughtful, considered, and always in your best interest.
From our Gold Coast team in Burleigh Waters, we work with clients across Australia to provide practical insurance advice for both personal and business needs.
We take the time to understand your situation, explain your options in plain language, and help you choose cover that fits where you’re at now and where you’re heading.
Supporting clients across.
See all our Google reviews ⭐ 4.3
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.
Business insurance
Personal insurance
Life & protection
INSURANCE FAQs.
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McKern can help with a range of personal, business and life protection insurance needs, including business insurance, public liability, professional indemnity, home and contents, car insurance, life cover, TPD, trauma and income protection.
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Yes. Our team works with clients across the Gold Coast, including Burleigh Waters, Robina, Varsity Lakes, Mermaid Beach, Broadbeach and surrounding areas, as well as clients across Australia.
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The right insurance depends on your income, family, debts, business risks, assets and responsibilities. We can help you review your situation and understand which types of cover may be appropriate.
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Yes. Business owners often need insurance that considers liability, vehicles, tools, property, cyber risk, workers compensation and key personal risks. We can help you work through what matters for your business.
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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.
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Yes. We can review your existing cover and help you understand whether it still suits your current family, business and financial circumstances.
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.
About Count Financial
Information about Count Financial Limited, available financial services and products, remuneration, potential conflicts of interest and the complaints process.
Download PDFOur Adviser Profile
Information specific to McKern Strategic and its advisers, including authorised services, fees, referral arrangements and adviser experience.
Download PDF*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.
Let’s work together.
Get in touch by sending us a message or contact us at our office.