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:
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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