Financial Adviser
· WAGGA WAGGA, NSW
Julian Clive Alistair Mclaren
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004466
Julian Clive Alistair Mclaren is a financial adviser based in Wagga Wagga, New South Wales, with 27 years of experience in the financial services industry. Julian is currently authorised under Oreana Financial Services Pty Ltd. Julian 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor ofBusiness (Banking)
Charles Sturt University
2001
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2004
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
Pinnacle Financial Services Academy