Rodney Paul McLean
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000271551
- Location
- Port Macquarie NSW 2444
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 18 March 2004
- First provided advice
- 2000
- Qualifications
- Certificate iV in Financial Planning, Integratec (2003); Diploma of Financial Services (Financial Planning), Tribeca (2005)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Securities - class of product only. Government Debentures, Stocks or Bonds - class of product only. Managed Investments: within Superannuation only - IDPS excluded. Not Authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Rodney Paul McLean
Rodney Paul McLean is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Macquarie, New South Wales (adviser number 000271551).
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. The current authorisation started on 18 March 2004.
According to the register, Rodney first provided financial advice in 2000. The qualifications listed for Rodney include Certificate iV in Financial Planning (Integratec, 2003) and Diploma of Financial Services (Financial Planning) (Tribeca, 2005). Rodney is recorded as a member of Financial Advice Association of Australia (FAAA).
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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities – class of product only. Government Debentures, Stocks or Bonds – class of product only. Managed Investments: within Superannuation only – IDPS excluded. Not Authorised to provide SMSF advice.”
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Questions people ask
Is Rodney Paul McLean a registered financial adviser?
Yes. Rodney Paul McLean is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000271551.
Which licensee does Rodney Paul McLean work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Rodney Paul 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. It also records this restriction: "Securities - class of product only. Government Debentures, Stocks or Bonds - class of product only. Managed Investments: within Superannuation only - IDPS excluded. Not Authorised to provide SMSF advice."