CLINTON MCNALLY
Financial Adviser · Perth, WA
📚 Qualifications & Training
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University of Technology
2002 - Graduate Diploma in Financial Planning (Historical SIA/FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2004 - Certified Financial Planner - Other - Financial Planning Association of Australia
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2018 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - Accredited Derivatives Adviser Level 1 - Other - Kaplan Professional
2024 - Accredited Derivatives Adviser Level 2 - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.