Qualifications
& Memberships
- Self Managed Super Fund Specialist Adviser
- Certified Financial Planner
Areas of
Expertise
Established in 1987, Hillross Mackay has grown from a small financial planning practice to a large and successful wealth management firm with over 250 clients.
The majority of our client base is in Mackay and surrounding areas out to Emerald in the West and Townsville & Bowen in the North. Our client demographic includes Retirees, Graziers, Farmers, Professionals and Business Owners.
Hillross Mackay is a dynamic financial planning business providing specifically tailored strategies designed to meet our clients individual goals and aspirations. Our clients tell us that our key strength is being able to sit down and talk to them in a way that they understand.
We are a member of the Financial Planning Association and therefore governed by a strict Code of Ethics and Rules of Professional Conduct. Our principal adviser is an accredited Self Managed Super Fund Specialist (accredited by Self Managed Super Fund Association) and is CFP® qualified. We are committed to ongoing education to ensure our skills are maintained at the highest level.
Meet our team
I am passionate about helping people achieve financial direction and peace of…
I have provided financial advice to many customers within the Mackay area. I spent…
Testimonials
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“David and the Mackay Hillross have been my financial advisors for the past 12 years and helped me sort through unusual and complicated financial issues after the death of my husband.
David’s advice has been invaluable and has helped me and my family achieve our financial goals and provide for our future. I cannot speak highly enough of Hillross Mackay.”
“Donna & I have been dealing with the Hillross team for 14 years. In that time we have sorted family issues and progressed our succession planning. We have simplified our investment portfolio freeing up valuable time for the running of our business.
David is relevant to us due to his experience in the cattle industry, accounting and practical life experiences.”
