Financial Adviser
· PERTH, WA
Andrew David Mclean
No disciplinary history on record with ASIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005208
Andrew David Mclean is a financial adviser based in Perth, Western Australia, with 35 years of experience in the financial services industry. Andrew is currently authorised under Canaccord Genuity Financial Limited. Andrew holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts (Business Studies) from Dorset Institute of Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Arts (Business Studies)
Dorset Institute of Higher Education
2002
Investment Planning 1
Integratec Rading Pty Limited
2002
Retirement Planning and Principles
Integratec Rading Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
Registration History
Source: ASIC Financial Advisers Register