Financial Adviser
Plan B Wealth Management
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Andy Mckay Email & Phone Number
Financial Adviser
at
Plan B Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Adviser
Location
Greater Perth Area, Australia
Who is Andy Mckay? Overview
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Quick answer
Andy Mckay is listed as Financial Adviser at Plan B Wealth Management, based in Greater Perth Area, Australia. AeroLeads shows a matched LinkedIn profile for Andy Mckay.
Andy Mckay previously worked as Private Client Advisor at Shadforth Financial Group Ltd. Andy Mckay holds Financial Planning, Financial Planning And Services from Curtin University.
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Plan B Wealth Management
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Profile bio
About Andy Mckay
Having worked in Financial Advice since 2005, and at Shadforth since 2006, I have helped my clients through a variety of market conditions and in all phases of their lives. This experience has given me greater knowledge and understanding that having a clear picture of where you are and where you want to get to, with a plan on how to get there, will be the path to give you the freedom to the achieve life you want to live.Being a steward of my client’s wealth for the past 15 years has ingrained in me the importance of having a clearly defined evidence-based investment philosophy that underpins an investment portfolio that is tailored to your values and helping you achieve your goals. Having an understanding of how your money is invested and a framework for why it is invested that way will help you make better decisions through the various market cycles.
Listed skills include Financial Planning, Insurance, Estate Planning, and Customer Service.
Current workplace
Andy Mckay's current company
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3 roles
Andy Mckay work experience
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2 education records
Andy Mckay education
Financial Planning, Financial Planning And Services
Bachelor Of Commerce (B.Com.), Financial Planning And Services
Woodvale
FAQ
Frequently asked questions about Andy Mckay
Quick answers generated from the profile data available on this page.
What company does Andy Mckay work for?
Andy Mckay works for Plan B Wealth Management.
What is Andy Mckay's role at Plan B Wealth Management?
Andy Mckay is listed as Financial Adviser at Plan B Wealth Management.
Where is Andy Mckay based?
Andy Mckay is based in Greater Perth Area, Australia while working with Plan B Wealth Management.
What companies has Andy Mckay worked for?
Andy Mckay has worked for Plan B Wealth Management and Shadforth Financial Group Ltd.
How can I contact Andy Mckay?
You can use AeroLeads to view verified contact signals for Andy Mckay at Plan B Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Andy Mckay attend?
Andy Mckay holds Financial Planning, Financial Planning And Services from Curtin University.
What skills is Andy Mckay known for?
Andy Mckay is listed with skills including Financial Planning, Insurance, Estate Planning, and Customer Service.
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