Financial Adviser
· REDCLIFFE, QLD
David Garth Mclean
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008687
David Garth Mclean is a financial adviser based in Redcliffe, Queensland, with 23 years of experience in the financial services industry. David is currently authorised under Total Advice Solutions Pty Ltd. David 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 B. Bus. David is a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.
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
1997
B. Bus
2000
Certificate of Superannuation Management
Macquarie Univiersity
2004
Commissioner for Declarations
Queenland Government
2008
Grad. Dip. Financial Planning
Finsia
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
FUNDAMENTAL FINANCIAL PLANNING PTY LTD
FINANCIAL OPTIONS PTY. LTD.
Source: ASIC Financial Advisers Register