Neil Mclennan
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Neil Mclennan is an ASIC-registered financial adviser dedicated to helping individuals and families in Upper Mount Gravatt and across Australia achieve their financial goals. With a strong educational foundation including a Bachelor of Business (Accountancy), Graduate Diplomas in Advanced Accounting and Applied Finance and Investment, and a Master of Financial Planning, Neil brings a wealth of knowledge and expertise to his practice. He continually updates his skills, as evidenced by his Margin Lending and Geared Investments certification. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the SMSF Association, Neil adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored strategies to meet your unique needs. These include superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Neil is passionate about empowering his clients through clear, understandable advice. He specialises in creating bespoke financial plans that grow and protect wealth. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Neil Mclennan today for a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Neil Mclennan offer?
Neil Mclennan provides a range of financial advisory services including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He creates personalised strategies tailored to each client's unique circumstances and goals.
What qualifications does Neil Mclennan have?
Neil holds a Bachelor of Business (Accountancy), Graduate Diplomas in Advanced Accounting and Applied Finance and Investment, and a Master of Financial Planning. He also has certifications in Margin Lending and Geared Investments. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
How does Neil Mclennan develop a financial plan?
Neil works closely with his clients to understand their financial situation, goals, and risk tolerance. He then develops a customized financial plan that outlines strategies for achieving their objectives. This plan is regularly reviewed and adjusted as needed to ensure it remains aligned with the client's evolving needs.
What can I expect during my first meeting with Neil Mclennan?
During your initial consultation, Neil will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity for you to get to know Neil and for him to understand your needs. There is no obligation to proceed with his services after the initial consultation.
Can Neil Mclennan help me with my superannuation?
Yes, Neil can provide advice on all aspects of superannuation, including contributions, investment options, and retirement planning. He can help you optimize your superannuation to achieve your retirement goals.
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.