Adviser Profile

McLean brings over fifteen years experience in the Financial Services Industry with modern flair to Elders. During this time, he has been employed by two of Australia’s major banks, ANZ and Westpac. Since 2007 McLean has been specialising in private practice and has the ability¬†of making the most complex situations easy and understandable for clients. McLean holds a Diploma of Financial Advising (Dip FP) through the Securities Institute and has completed the equivalent through the Financial Planners Association (FPA). McLean has completed his Certified Financial Planner (CFP) certification which is the global symbol of excellence in financial planning. He is also a member of the FPA.

As an Authorised Representative, McLean believes in helping his clients build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. He achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions. McLean is authorised to provide a wide range of facilities to you.

Expertise

  • Investment Planning
  • Wealth Accumulation Advice
  • Risk Planning Management
  • Superannuation Advice
  • Retirement Planning Advice
  • Business or Farm Succession
  • Estate Planning
  • Centrelink (Social Security) Advice
  • Tax Efficient Strategies
Financial Services Guide (Part 2)
(178KB) Download

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