Data sourced from ASIC Financial Advisers Register
Financial Adviser · ROSE PARK, SA

Mclean Whittaker

21 Years experience
Tax advice
authorised
Currently at
Millennium 3 Financial Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000281040

Mclean Whittaker is a financial adviser based in Rose Park, South Australia, with 21 years of experience in the financial services industry. Mclean is currently authorised under Millennium 3 Financial Services Pty Ltd. Mclean 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 from Financial Advice Association Australia. Mclean 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: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Advising
Securities Institute of Australia
2015
Certified Financial Planner
Financial Advice Association Australia
2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Millennium 3 Financial Services Pty Ltd
Mar 2020 - Present Current
Not authorised to provide SMSF advice.
ELDERS FINANCIAL PLANNING PTY LTD
Sep 2005 - Mar 2020 Ceased
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; SMSF - Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register