Jason Mclean
Financial Adviser
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About
Jason Mclean is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalised and strategic advice. With a strong academic foundation, Jason holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2009), a Masters of Applied Finance (Financial Planning) from Kaplan Professional (2014), and is completing a Master of Business Administration at Macquarie University (expected 2025). He is also a proud member of the Financial Advice Association of Australia (FAAA). Jason is authorised to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and tailored solutions. His expertise covers superannuation advice, insurance, wealth management, retirement planning, Life Risk Insurance, Securities, and Retirement Savings Accounts, as well as Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Jason is committed to providing expert advice and ongoing support. Contact Jason today to schedule a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jason Mclean provide?
Jason Mclean provides advice on superannuation, insurance, wealth management, retirement planning, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jason Mclean hold?
Jason Mclean holds a Diploma of Financial Services (Financial Planning), a Masters of Applied Finance (Financial Planning), and is completing a Master of Business Administration.
What is Jason Mclean's approach to financial planning?
Jason Mclean offers personalised and strategic advice, tailored to each client's unique financial situation and goals.
How can Jason Mclean help me with retirement planning?
Jason can help you develop a comprehensive retirement plan that includes strategies for maximizing your superannuation, generating income, and managing your investments to ensure a comfortable retirement.
Is Jason Mclean a member of any professional associations?
Yes, Jason Mclean is a member of the Financial Advice Association of Australia (FAAA).
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