Julian Clive Alistair McLaren
Financial Adviser in Wagga Wagga, New South Wales, Australia
Review Julian Clive Alistair McLaren
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 number001004466
- Location
- Wagga Wagga NSW 2650
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 29 January 2021
- First provided advice
- 1999
- Qualifications
- Bachelor ofBusiness (Banking), Charles Sturt University (1999); Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2001); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2004); RG146 Margin Lending, Pinnacle Financial Services Academy (2010)
- 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 Julian Clive Alistair McLaren
On the Financial Advisers Register kept by ASIC, Julian Clive Alistair McLaren appears as a current financial adviser in Wagga Wagga, New South Wales, adviser number 001004466.
The licensee Julian advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). That authorisation dates from 29 January 2021.
According to the register, Julian first provided financial advice in 1999. The qualifications listed for Julian include Bachelor ofBusiness (Banking) (Charles Sturt University, 1999), Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2001) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2004).
Julian is authorised to advise 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 Julian Clive Alistair McLaren here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Julian Clive Alistair McLaren a registered financial adviser?
Yes. Julian Clive Alistair McLaren is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004466.
Which licensee does Julian Clive Alistair McLaren work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Julian Clive Alistair McLaren 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.