Jason Grant McLean
Financial Adviser in Sydney, New South Wales, Australia
Review Jason Grant McLean
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000343289
- Location
- Sydney NSW 2000
- Licensee
- Ord Minnett Limited (AFSL 237121)
- Authorised since
- 15 October 2018
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Masters of Applied Finance (Financial Planning), Kaplan Professional (2014); Master of Business Administration, Macquarie University (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Grant McLean
Jason Grant McLean is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000343289).
Advice is given under the Australian financial services licence of Ord Minnett Limited, licence number 237121. That authorisation dates from 15 October 2018.
According to the register, Jason first provided financial advice in 2009. The qualifications listed for Jason include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Masters of Applied Finance (Financial Planning) (Kaplan Professional, 2014) and Master of Business Administration (Macquarie University, 2025). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Jason Grant McLean here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jason Grant McLean a registered financial adviser?
Yes. Jason Grant McLean is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343289.
Which licensee does Jason Grant McLean work under?
Ord Minnett Limited, Australian financial services licence 237121.
What can Jason Grant 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; government debentures, stocks and bonds; retirement savings accounts.