Malcolm Ian Mclean – Financial Adviser

Adviser identifying number: 1001675
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: KILARA FINANCIAL SOLUTIONS PTY LTD
Licence number: 244530
Licensee’s ABN: 41003636897
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KILARA FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 244530
Authorised Representative’s ABN: 41003636897

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Batchelor of Financial Administration – University of New England
• Certified Practising Accountant – CPA Australia
• Dipolma of Financial Planning Units 1-4 – Financial Planning Association of Australia
• Financial Planning Proper Authority Course – Institute of Chartered Accountants Australia & Securities Insitute
• SMSF Specialist Advisor – SMSF Professionals Association Australia

Relevant memberships of professional bodies or industry associations:

• Association of Independently Owned Financial Professionals (AIOFP)
• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Malcolm Ian Mclean is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility