Financial Adviser
· PERTH, WA
Clinton Mcnally
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004782
Clinton Mcnally is a financial adviser based in Perth, Western Australia, with 25 years of experience in the financial services industry. Clinton is currently authorised under Viridian Advisory Pty Ltd. Clinton 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 Planning Association of Australia. Clinton is a member of 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
Curtin University of Technology
2002
Graduate Diploma in Financial Planning (Historical SIA/FINSIA)
Kaplan Higher Education Pty Limited
2004
Certified Financial Planner
Financial Planning Association of Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2018
SMSF Specialist Advisor
SMSF Association
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
Accredited Derivatives Adviser Level 1
Kaplan Professional
2024
Accredited Derivatives Adviser Level 2
Kaplan Professional