ANDREW DAVID MCLEAN
Financial Adviser Β· Perth, WA
π Qualifications & Training
1985 - Bachelor of Arts (Business Studies) - Bachelor Degree (AQF 7) - Dorset Institute of Higher Education
2002 - Investment Planning 1 - Other - Integratec Rading Pty Limited
2002 - Retirement Planning and Principles - Other - Integratec Rading Pty Limited
2014 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
βΉοΈ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.