Tom Mckey

Tom Mckey Email and Phone Number

Helping my clients to achieve their idea of financial freedom @ Tardis Advice
queensland, australia
Tom Mckey's Location
Greater Brisbane Area, Australia
Tom Mckey's Contact Details

Tom Mckey personal email

About Tom Mckey

Experienced Financial Planner located in Brisbane who has worked his way into this position from the ground up, starting as an administrative assistant.My aim is to provide first class service to clients.I work across most areas of Financial Planning in the practice, with specific expertise in Retirement Planning, Superannuation, SMSF, Risk Insurance, Investment advice (including direct shares). I also have an accreditation in Margin Lending.

Tom Mckey's Current Company Details
Tardis Advice

Tardis Advice

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Helping my clients to achieve their idea of financial freedom
queensland, australia
Website:
tardisadvice.com.au
Employees:
5
Tom Mckey Work Experience Details
  • Tardis Advice
    Certified Financial Planner
    Tardis Advice Jun 2022 - Present
    Brisbane, Queensland, Australia
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  • The Bko Group Pty Ltd
    Financial Planner
    The Bko Group Pty Ltd Aug 2013 - Sep 2021
    Nundah, Qld
    My role is primarily to keep my clients on track to achieving their financial goals, through a combination of Strategic Advice and Investment Advice.Regular reviews ensure that their Strategy, Superannuation, Investments, Debt and Life Insurance remain appropriate for their circumstances.
  • The Bko Group Pty Ltd
    Associate Financial Planner And Advice Manager
    The Bko Group Pty Ltd Oct 2004 - Aug 2013
    Milton, Qld
    Provision of Financial Advice.Construction of Financial Plans for Clients.Life Insurance Assessments.Investment Management.Financial Strategies.Manage the Advice Process.

Tom Mckey Skills

Retirement Planning Financial Advisory Superannuation Investment Strategies Smsf Wealth Investment Advisory Income Protection Life Insurance Financial Planning Investment Management Paraplanning Xplan Wealth Accumulation Advice Personal Finance Financial Planners Shares Associate Financial Planner Life Insurance Specialist Advice Manager Xplan Proficient Self Managed Super Funds Direct Shares Debt

Tom Mckey Education Details

Frequently Asked Questions about Tom Mckey

What company does Tom Mckey work for?

Tom Mckey works for Tardis Advice

What is Tom Mckey's role at the current company?

Tom Mckey's current role is Helping my clients to achieve their idea of financial freedom.

What is Tom Mckey's email address?

Tom Mckey's email address is to****@****ail.com

What schools did Tom Mckey attend?

Tom Mckey attended Griffith University, Lpac Listed Product Accreditation, St Thomas More College.

What skills is Tom Mckey known for?

Tom Mckey has skills like Retirement Planning, Financial Advisory, Superannuation, Investment Strategies, Smsf, Wealth, Investment Advisory, Income Protection, Life Insurance, Financial Planning, Investment Management, Paraplanning.

Who are Tom Mckey's colleagues?

Tom Mckey's colleagues are Stefan Dooney, Tanya Dooney.

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