Financial Adviser · UPPER MOUNT GRAVATT, QLD

Neil Bruce Mclennan

29 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000246064

Neil Bruce Mclennan is a financial adviser based in Upper Mount Gravatt, Queensland, with 29 years of experience in the financial services industry. Neil is currently authorised under Findex Advice Services Pty Ltd. Neil 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. Neil is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1987

Bachelor of Business (Accountancy)

Queensland Institute of Technology

1996

Graduate Diploma in Advanced Accounting

Queensland University of Technology

1997

Graduate Diploma in Applied Finance and Investment

Securities Institute Education

2010

Margin Lending and Geared Investments

Kaplan Professional

2022

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Findex Advice Services Pty Ltd

Nov 2025 - Present Current

Godfrey Pembroke Group Pty Ltd

Jun 2021 - Nov 2025 Ceased

GPL (VIC) PTY LTD

Sep 2019 - May 2021 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2003 - Sep 2019 Ceased

Source: ASIC Financial Advisers Register