David McLean
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000412959
- Location
- Melbourne VIC 3000
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 6 July 2016
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, Deakin University (2011); Accredited Listed Product Adviser Program, Kaplan Professional Education (2015)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David McLean
David McLean is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000412959.
David provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. That authorisation dates from 6 July 2016.
According to the register, David first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2011) and Accredited Listed Product Adviser Program (Kaplan Professional Education, 2015). Professional memberships recorded: SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David McLean a registered financial adviser?
Yes. David McLean is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412959.
Which licensee does David McLean work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can David McLean give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.