ANDREW MALCOLM MCLEAN
Financial Adviser · Nundah, QLD
📚 Qualifications & Training
1998 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2003 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2008 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2011 - Margin Lending and Geared Ivestments Course - Other - Kaplan Professional
2014 - Self Manged Superannuation Funds Course - Other - Kaplan Professional
2016 - Commercial Law Course - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
ℹ️ 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.