David Allan McLean
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000325641
- Location
- Erina NSW 2250
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 16 May 2008
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), PS146 Training (2008); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2016)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Government Debentures, Stocks or Bonds - Class of product only.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Allan McLean
David Allan McLean is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000325641.
David provides advice as an authorised representative of Millennium 3 Financial Services Pty Ltd, which holds Australian financial services licence 244252. That authorisation dates from 16 May 2008.
According to the register, David first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (PS146 Training, 2008) and Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2016).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Government Debentures, Stocks or Bonds – Class of product only.”
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Questions people ask
Is David Allan McLean a registered financial adviser?
Yes. David Allan McLean is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000325641.
Which licensee does David Allan McLean work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can David Allan McLean give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Government Debentures, Stocks or Bonds - Class of product only."