Financial Adviser
· SYDNEY, NSW
Richard Andrew Mcclelland
No disciplinary history on record with ASIC
11
Years experience
ASIC Registered · ADV 001236423
Richard Andrew Mcclelland is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Richard is currently authorised under Perpetual Trustee Company Limited. Richard holds authorisations to advise on superannuation, life insurance investments, managed investments and securities. Their qualifications include a Master of Financial Planning from Kaplan Professional. Richard is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2003
Bachelor of Commerce
University of Wollongong
2008
Accredited Derivatives Adviser Level One
Australian Securities Exchange
2009
Graduate Diploma of Applied Finance
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan
2016
Margin Lending
Kaplan
2017
Master of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional