Financial Adviser
· MELBOURNE, VIC
David Mclean
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412959
About David Mclean
David Mclean is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. David is currently authorised under Ri Advice Group. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce from Deakin University. David is a member of SMSF Association.
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
2011
Bachelor of Commerce
Deakin University
2015
Accredited Listed Product Adviser Program
Kaplan Professional Education
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register