Make smart financial decisions

Our Team

At McKenna Collins we pride ourselves on our ability to deliver the highest level of ‘small business service’ with the backing of large market-leading financial institutions.

Daniel McKenna

Principal Adviser
AFP®, B.Bus (Acc), Grad Dip (Finance), Dip FS (FP)
Dan has spent over 30 years in the accounting and financial services industries. He’s worked in Australia, the UK and Japan in a number of roles including accountant, banker, teacher and financial adviser.

He holds a Bachelor of Business Degree (Accounting and Financial Administration) from Queensland University of Technology, a Post Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Services (Financial Planning). He undertakes ongoing professional development studies and is a Commissioner for Declarations.

Dan is a member of the Financial Advice Association Australia (FAAA). The FAAA is Australia’s leading professional community of financial advisers. Members of the FAAA must meet stricter criteria and higher standards than required by law.

Sandra Feltrin

Client Services Manager
B.Bus (HRM)

With HR management and administrative experience in accounting and financial services businesses, Sandra is focussed on providing exceptional service to our clients and to ensure advice solutions are implemented smoothly. Sandra holds a Bachelor of Business (HRM) from Southern Cross University.

Rina Shepherd

Client Services Specialist

Rina has over 30 years experience within the private sector supporting executive management across a diverse range of industries in Australia and the UK. She provides back of office support to our advisory team and is passionate about ensuring our clients have a great customer experience when interacting with McKenna Collins.

Sarah Lockwood,

Sarah Lockwood

Client Services Officer

With an extensive career in some of Australia’s leading publishers, Sarah has over 15 years’ experience in Media solutions across multiple platforms. More recently, Sarah has specialised in Executive Recruitment in a boutique national organisation. Now with McKenna Collins, Sarah is part of the office support that is committed to ensuring client focused care.

Erin McKenna

Administration Officer

B.A. (Economics and Japanese)

Following graduation from university, Erin travelled to Japan to teach English to children for 3 years, returning to Australia to work for Qantas as a travel consultant and quality evaluator. Erin runs the administrative functions of McKenna Collins including Quality Assurance. Erin holds a Bachelor of Arts (Economics & Japanese Majors) from The University of Queensland.

Licensee – MCFA Pty Ltd

McKenna Collins Pty Ltd t/a McKenna Collins Financial Advice and Daniel McKenna are authorised representatives of MCFA Pty Ltd.

Refer to the ASIC register for further information.

 

Investment Managers

We have access to some of Australia’s leading fund managers, including:

  • Black Rock
  • BT Investment Management
  • Challenger
  • Colonial First State
  • Fidelity Worldwide Investment
  • Macquarie
  • Perennial Investment Partners
  • Perpetual
  • Schroders
  • UBS
  • Vanguard Investments
  • Zurich

Other Professional Advisers

We work with your current professional advisers in the following areas or we can recommend firms to assist you with:

  • Tax and Accounting
  • Law and Estate Planning
  • Banking and Mortgage solutions

Contact Us

  116 Gordon St, Gordon Park, QLD 4031

  PO Box 127, Wilston, QLD 4051

  (07) 3357 6070

[email protected]

  116 Gordon St, Gordon, Park, QLD 4031

Postal: PO Box 127, Wilston, QLD 4051

(07) 3357 6070

[email protected]

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