NEIL BRUCE MCLENNAN
Financial Adviser · Upper Mount Gravatt, QLD
📚 Qualifications & Training
1987 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland Institute of Technology
1996 - Graduate Diploma in Advanced Accounting - Graduate Diploma (AQF 8) - Queensland University of Technology
1997 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education
2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.