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Profile - McLean Whittaker
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McLean Whittaker
Authorised Representative
54-56 Kensington Road
Rose Park SA 5067
Tel:(08) 8333 0733
Fax: (08) 8333 0858
Mob: 0419 867 709
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 281040
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McLean brings over fifteen years experience in the Financial Services Industry, with a modern flair to Elders. During this time, he has been employed by two of Australia’s major banks, ANZ and Westpac with very successful roles. McLean has spent the last 5 years specialising in private practice and has the exceptional gift of making the most complex situations, easy and understandable.
McLean holds a Diploma of Financial Advising (Dip FP) through the Securities Institute and has completed the equivalent through the Financial Planners Association (FPA). McLean is also an active member of the FPA. McLean is in the final stages of completing his Certified Financial Planner (CFP) certification which is the global symbol of excellence in financial planning.
As an Authorised Representative, McLean believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions
Services
McLean is authorised to provide a wide range of facilities to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Risk Planning Management
- Superannuation Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies
Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Elders Financial Planning Pty Ltd. AFSL 224645
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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