John Mclellan
Financial Adviser
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About
John Mclellan is an ASIC-registered financial adviser based in Kings Beach, QLD, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 1996, and further accreditation as a Certified Financial Planner (CFP) in 1998, John brings a wealth of experience and knowledge to every client relationship. His commitment to ongoing professional development is evidenced by his completion of Margin Lending and Geared Investments training with Kaplan Professional in 2011. John is authorised to provide advice on a broad range of financial products, ensuring holistic solutions that meet your unique needs. These include superannuation advice, insurance solutions, wealth management strategies, and retirement planning guidance. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice to help you grow your retirement savings. • Comprehensive insurance solutions to protect you and your family. • Wealth management strategies tailored to your individual circumstances. • Retirement planning advice to secure your financial future. • Investment advice, including securities and government debt securities. Ready to take control of your financial future? Contact John Mclellan today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does John Mclellan provide?
John Mclellan offers advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does John Mclellan hold?
John holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) (1996) and is a Certified Financial Planner (CFP) from the FPA (1998). He also completed Margin Lending and Geared Investments training with Kaplan Professional in 2011.
What is the first step in working with John Mclellan?
The first step is to schedule a consultation where we can discuss your financial goals, current situation, and explore how John can help you achieve your objectives.
How can retirement planning help me?
Retirement planning helps you to create a strategy to ensure you have sufficient funds to live comfortably throughout your retirement years. This includes estimating your retirement expenses, determining sources of income, and developing an investment plan to grow your savings.
Why is it important to have a financial adviser?
A financial adviser can provide expert guidance and support to help you make informed decisions about your finances. They can help you create a financial plan, manage your investments, and ensure you are on track to achieve your financial goals.
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