Financial Adviser · PORT MACQUARIE, NSW

Rodney Paul Mclean

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000271551

Rodney Paul Mclean is a financial adviser based in Port Macquarie, New South Wales, with 26 years of experience in the financial services industry. Rodney is currently authorised under Millennium 3 Financial Services Pty Ltd. Rodney 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 Diploma of Financial Services (Financial Planning) from Tribeca. Rodney is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Securities - class of product only. Government Debentures, Stocks or Bonds - class of product only. Managed Investments: within Superannuation only - IDPS excluded. Not Authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Certificate iV in Financial Planning

Integratec

2005

Diploma of Financial Services (Financial Planning)

Tribeca

Registration History

Millennium 3 Financial Services Pty Ltd

Mar 2004 - Present Current

Securities - class of product only. Government Debentures, Stocks or Bonds - class of product only. Managed Investments: within Superannuation only - IDPS excluded. Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register