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Dean and Vicky own and operate McKinnon Financial Group - a Boutique Financial Services and Financial Planning Firm specialising in providing a total service client platform
McKinnon Financial Group
Dean McKinnon is a Master Financial Planner based in East Brisbane
McKinnon Financial Services
Founding and Early Years
- Established by Dean McKinnon in Brisbane in May 1992.
- Initially focused on providing comprehensive financial services including home loans, investment loans, and business loans.
Expansion and Licensing
Vicky joined in July 2002 with a background in legal, conveyancing, banking and finance.
Obtained own Australian Credit Licence (click here to view our ACL).
Expanded services to include Bookkeeping, Payroll Services and BAS Agent.
Client-Centric Approach
Emphasis on personal and tailored advice to meet your individual and business needs.
We have a reputation for integrity and honesty.
McKinnon Financial Planning
Formation and Vision
Formed as a boutique financial planning firm under the umbrella of McKinnon Financial Services.
Aim to provide a holistic and comprehensive financial planning service.
- Obtained own Australian Financial Services Licence (click here to view our AFSL).
Service Offerings
Specialise in small business consulting, retirement planning, investment strategies, and wealth management.
Offer tailored financial plans to help clients achieve their financial goals.
With our own licences, we advise you on the Investments and Financial Products that are right for you, without product limitations and influence created by the Adviser-Licenced Dealer relationship, or the ones that pay us the highest commissi
You Need a Plan to Make it Happen.
At McKinnon Financial Group
we help you make a financial plan to achieve your life goals.
First, we listen to your needs and help you define your goals. We then collaborate with you to develop suitable financial strategies to create a Financial Plan, tailored to meet your specific goals and objectives.
Contact Us now on 1300 261 373 for a financial assessment and take the first step to achieving your financial goals.
Accreditations
McKinnon Financial Services Pty Ltd ABN 82 056 817 648 Australian Credit Licence 392173 | General Advice Warning: Information contained in the pages of this website is of a general nature only and has not taken into account your particular circumstances. You should consider whether any strategies and or investments mentioned in this website are suitable for you and seek personal advice from a licenced investment adviser before making any investment decision.
