Financial Adviser · ALBURY, NSW

Brenden Thomas Maclean

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000266785

Brenden Thomas Maclean is a financial adviser based in Albury, New South Wales, with 25 years of experience in the financial services industry. Brenden is currently authorised under Bridges Financial Services Pty Limited. Brenden holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Brenden is a member of FChFP - Fellow Chartered Financial Practitioner and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2006

Self Managed Superannuatuon Funds

Tribeca Learning (Aust) Pty Ltd

2011

Margin Lending and Geared Investments

Kaplan Professional

2017

ASX Listed Products Accreditation Course (LPAC)

LPAC Online Pty Ltd

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2024

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Bridges Financial Services Pty Limited

May 2024 - Present Current

Ethical Planners Pty Ltd

Oct 2023 - Mar 2024 Ceased

Johnsons Mme Financial Advisory Pty Ltd

Sep 2019 - Oct 2023 Ceased

ELDERS FINANCIAL PLANNING PTY LTD

Dec 2017 - Sep 2019 Ceased

Government Debentures, Stocks or Bonds: Class of product only

Charter Financial Planning Limited

May 2015 - Dec 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

May 2014 - May 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

QUADRANT SECURITIES PTY LTD

Dec 2009 - May 2014 Ceased

Source: ASIC Financial Advisers Register