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Gayle Mckew

Financial Adviser

Prosperity Planning Partners Pty Ltd
Burleigh Heads, QLD 4220

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About

Gayle Mckew is an ASIC-registered financial adviser based in beautiful Burleigh Heads, Queensland. With a commitment to providing tailored financial solutions, Gayle brings a wealth of knowledge and experience to help clients achieve their financial goals. Gayle holds a Graduate Diploma of Financial Planning from KAPLAN (2019), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional Education (2006), and has completed specialist training in Self Managed Super Funds, Margin Lending, and Aged Care. In 2024 Gayle became an SMSF Specialist Advisor (SSA) with the SMSF Association. As an authorised financial adviser, Gayle is equipped to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Gayle is here to help. Contact Gayle Mckew today to arrange a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions SMSF advice Aged care financial planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000437518

Verify on ASIC Register

Authorised Representative Number

000238374

Verify on MoneySmart Register

Frequently Asked Questions

What services does Gayle Mckew offer?

Gayle Mckew provides a range of financial services including superannuation advice, retirement planning, wealth management, and insurance solutions. She can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What qualifications does Gayle Mckew have?

Gayle Mckew holds a Graduate Diploma of Financial Planning from KAPLAN (2019), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional Education (2006), and has completed specialist training in Self Managed Super Funds, Margin Lending, and Aged Care. Gayle is also an SMSF Specialist Advisor (SSA) with the SMSF Association.

How does the advice process work with Gayle Mckew?

The advice process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Gayle will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your needs.

What can I expect from a consultation with Gayle Mckew?

During a consultation with Gayle Mckew, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a collaborative approach to developing a financial plan that suits your individual needs. Gayle is committed to providing clear and easy to understand advice.

Can Gayle Mckew help with Self-Managed Super Funds (SMSFs)?

Yes, Gayle Mckew is an SMSF Specialist Advisor (SSA) with the SMSF Association and has extensive experience in providing advice on SMSFs.

Get in Touch

Contact Gayle directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.