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RM

Rodney Mclean

Financial Adviser

Oxley Insurance Brokers
Port Macquarie, NSW 2444

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About

Rodney Mclean is an ASIC-registered financial adviser based in beautiful Port Macquarie, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a solid foundation built upon a Certificate IV in Financial Planning from Integratec (2003) and a Diploma of Financial Services (Financial Planning) from Tribeca (2005), Rodney combines experience with ongoing professional development. As a member of the Financial Advice Association of Australia (FAAA), Rodney adheres to the highest ethical and professional standards, ensuring you receive advice that is always in your best interest. Rodney is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning solutions. Whether you're looking to secure your family's future, plan for a comfortable retirement, or grow your wealth, Rodney can help. • Superannuation advice • Insurance solutions • Retirement planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities Take the first step towards a brighter financial future. Contact Rodney Mclean today for a consultation and discover how personalised financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000244252

Verify on ASIC Register

Authorised Representative Number

000271551

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Rodney Mclean offer?

Rodney Mclean specialises in superannuation, insurance, and retirement planning, providing tailored solutions to meet your individual needs.

What qualifications does Rodney Mclean have?

Rodney holds a Certificate IV in Financial Planning from Integratec (2003) and a Diploma of Financial Services (Financial Planning) from Tribeca (2005).

What is the process of working with Rodney Mclean?

The process begins with an initial consultation to understand your financial situation and goals. Rodney will then develop a personalised strategy and provide ongoing support to help you achieve your objectives.

How does Rodney Mclean ensure my best interests are prioritised?

As an ASIC-registered financial advisor and a member of the FAAA, Rodney adheres to a strict code of ethics and always puts your interests first.

What should I expect during my first meeting with Rodney Mclean?

During your first meeting, Rodney will discuss your current financial situation, future goals, and any concerns you may have. This is an opportunity to get to know each other and determine if Rodney's services are a good fit for your needs.

Get in Touch

Contact Rodney directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.