About US

At McFillin Financial

We provide one of of Australia’s most comprehensive financial planning services, combining the expertise of leading accountants and financial planners. This unique alliance allows you to build wealth more effectively, safely and simply.

Convenient

Get the most up to date and relevant, financial planning and tax advice you need to maximise your wealth from one, trusted partner.

 

Objective

Utilising our combined experience in financial services of over 20 years, we develop a personalised plan for you, always having your best interests front of mind.

 

Dedicated

Receive friendly, dedicated service from our expert planners. They invest the time needed to maximize your return.

 

Our Team

McFillin Financial are a qualified and knowledgeable team, with many years experience in the Financial sector. We look forward to working with you.

Andrew Fleming

Adviser

Authorised Representative No. 1006516

Andrew joined McFillin Financial in 2019 after spending the previous 5 years providing advice to Pre-Retirees, Retirees and High Net Wealth Individuals. Prior to becoming an advisor, Andrew worked in Administration and Paraplanning roles building a strong technical understanding of the advice process.
Andrew started his career in a large public offer superannuation fund and it was his time spent talking to members on the phone that sparked his move into financial planning. He is particularly interested in helping young families make decisions now that will pay off in the future. Outside of helping clients, Andrew has recently completed his Master of Financial Planning and spends most of his spare time with his young family (and the odd footy game as well!).

Tracy Fourez

Client Service Officer

Tracy Joined McFillin Financial in June 2018, employed as a Client Service Officer. Prior to that she was a working Director in a family-owned Financial Planning Business for 26 years, performing a similar role.
Tracy’s role at McFillin Financial sees her responsible for all administration and compliance in the business. Tracy prides herself with having a good rapport with clients and enjoys her role helping clients with their queries.
Away from the office, Tracy enjoys walking, gardening and spending time with her Grandchildren. She is a Civil Marriage Celebrant and delights in the thrill of marrying people. She loves getting involved in and doing volunteer work wherever she can. Tracy is also a JP in the community.

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