Canberra Advice Financial Planning

Canberra Advice Financial Planning is a privately owned financial planning service. Serhan Mackey is the principal adviser and established Canberra Advice in 2021. Serhan Mackey has 14 years of experience with leading financial services firms including AXA, BT, MLC, Industry Fund Services and the Commonwealth Superannuation Corporation (CSC), and has helped over a thousand clients achieve their goals. Serhan Mackey holds a bachelors degree in Education, a Masters of Business, and a Masters of Financial Planning, and has successfully completed the Financial Adviser exam. Serhan Mackey specialises in Defined Benefit Schemes, Industry super funds and self-managed super funds. In 2015, Serhan Mackey was one of the key advisors of an award winning financial planning team providing Defined Benefit Superannuation advice to Australian Public Servants and the Defence community.

Serhan Mackey served on the board of the ACT Public Trustee as an honorary member for two successive 3 year terms and was on the Australian Defence Force preferred advisor panel for 2 years. Serhan Mackey is passionate about increasing financial literacy among women and helping to reduce the wealth gap between men and women. Priscilla is a Financial Adviser at Canberra Advice Financial Planning. Priscilla has more than 15 years of experience in financial services, including roles with IMB, StatePlus and Perpetual Wealth Management. Priscilla is a Certified Financial Planner (CFP®), holds a Master of Financial Planning, and is an Accredited Aged Care Professional™. Priscilla's areas of expertise include wealth creation, cash flow management, superannuation, retirement planning, estate planning, aged care advice, and defined benefit superannuation schemes, including CSS, PSS and MSBS.

Ardelyn is an Administrative Assistant at Canberra Advice Financial Planning. Ardelyn holds a Bachelor of Science in Business Administration, majoring in Financial Management, and a Master of Business Administration from the Philippines. Teresa is an Administrative Assistant at Canberra Advice Financial Planning. Teresa holds a Bachelor of Science in Accountancy from the Lyceum of Cebu in the Philippines and has nearly five years of experience in bookkeeping and accounting. Taner is the Technology and Practice Manager at Canberra Advice Financial Planning. Taner holds a Bachelor of Business Computing, an Advanced Diploma in Electronics, and several industry IT certifications. Canberra Advice Financial Planning provides financial planning services.

Retirement planning that draws on public sector and university backgrounds is the type of project this Canberra practice handles most often, and clients consistently describe the resulting strategies as detailed and tailored to their circumstances. Serhan Mackey is named repeatedly for her command of defined benefits, the PSS and MSBS schemes, and industry super funds, with customers noting that she works through each step patiently and in plain English.

An aspect raised across a number of reviews is the thoroughness of her projections and the research she undertakes into alternative products, which reviewers say yielded strategies they could follow and which reduced a tax footprint while lifting a spouse's superannuation. Prompt responses, impartial advice free of product pushing, and ongoing fine-tuning of investment arrangements are other themes. Several accounts note her engaging, thoughtful manner, working at the client's pace, and clarifying what lies ahead and how risk is managed.

Referrals run through the accounts, with existing clients passing her details to friends and colleagues who report comparable experiences. Long-term wealth creation through managed funds and reviews of existing insurance and super arrangements feature among the services described, and customers describe the confidence and certainty the process gave them about retirement, alongside a readiness to keep the relationship going as circumstances evolve.