David Mclean
Financial Adviser
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About
David Mclean is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Services (Financial Planning) obtained in 2008, complemented by specialized training in Self Managed Superannuation Funds from Kaplan Education Pty Ltd in 2016, David possesses a strong foundation of knowledge and experience. David is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), Retirement Savings Accounts, and Government Debt Securities. He specialises in offering tailored advice in the areas of superannuation, insurance, and retirement planning, ensuring his clients are well-prepared for their future. David’s commitment extends to providing clear, understandable guidance that empowers his clients to make informed decisions aligned with their unique circumstances and aspirations. He focuses on building long-term relationships based on trust and delivering solutions that provide lasting value. Key services offered include: • Superannuation advice • Retirement planning • Insurance solutions • Investment advice Ready to take control of your financial future? Contact David today for a consultation and discover how he can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does David Mclean offer?
David Mclean specialises in providing advice on superannuation, retirement planning, and insurance solutions, including Investment Life Insurance and Life Risk Insurance. He can also advise on Retirement Savings Accounts and Government Debt Securities.
What qualifications does David Mclean have?
David holds a Diploma of Financial Services (Financial Planning) earned through PS146 Training in 2008, and he completed specialized training in Self Managed Superannuation Funds with Kaplan Education Pty Ltd in 2016.
What is the process of working with David Mclean?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. David will then develop a tailored financial plan to help you achieve your objectives. Regular reviews are conducted to ensure your plan remains aligned with your evolving needs.
How can David Mclean help me with my retirement planning?
David can help you assess your current retirement savings, project future income needs, and develop strategies to maximize your superannuation and other investments to ensure a comfortable retirement.
What should I expect during my first meeting with David Mclean?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This is an opportunity for David to understand your needs and explain how he can help you achieve your objectives.
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