DAVID GARTH MCLEAN
Financial Adviser · Ashgrove, QLD
📚 Qualifications & Training
1997 - B. Bus - Economics - Bachelor Degree (AQF 7) - Queensland University of Technology
2000 - Certificate of Superannuation Management - - Macquarie Univiersity
2004 - Commissioner for Declarations - - Queenland Government
2008 - Grad. Dip. Financial Planning - Graduate Diploma (AQF 8) - Finsia
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.