Financial Adviser
· GRANGE, QLD
Andrew Malcolm Mclean
No disciplinary history on record with ASIC
GRANGE,
QLD
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000669
Andrew Malcolm Mclean is a financial adviser based in Grange, Queensland, with 21 years of experience in the financial services industry since 2005. Andrew is currently authorised under Alliance Wealth, operating through Pinnacle Wealth And Insurance. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Andrew is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce (Economics and Finance)
University of Western Sydney
2003
Diploma of Financial Planning (8 units)
FPA Australia
2008
Certified Financial Planner (CFP) Education Program
FPA Australia
2011
Margin Lending and Geared Ivestments Course
Kaplan Professional
2014
Self Manged Superannuation Funds Course
Kaplan Professional
2016
Commercial Law Course
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education