Benjamin Mclennan
Financial Adviser
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About
Benjamin Mclennan is an ASIC-registered financial adviser dedicated to helping clients in Geelong West and beyond achieve their financial goals. With a Bachelor of Business from Monash University (1998) and a Graduate Diploma of Financial Planning from Kaplan Professional (2022), Benjamin possesses a strong foundation in financial principles and practices. He further enhanced his expertise with specialized training in Margin Lending, Geared Investments, and Self Managed Superannuation Funds (all Kaplan, 2010). As a member of the Financial Advice Association of Australia (FAAA), Benjamin adheres to the highest ethical and professional standards. Benjamin is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting tailored strategies for retirement planning, ensuring clients can look forward to a comfortable and secure future. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Benjamin is here to provide expert advice and personalized support. Contact Benjamin Mclennan today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Benjamin Mclennan offer?
Benjamin Mclennan provides advice on a wide range of financial products and services, including superannuation, retirement planning, wealth management, and insurance. He can help you create a personalized financial plan to achieve your specific goals.
What are Benjamin Mclennan's qualifications?
Benjamin holds a Bachelor of Business from Monash University and a Graduate Diploma of Financial Planning from Kaplan Professional. He also has specialized training in Margin Lending, Geared Investments, and Self Managed Superannuation Funds. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Benjamin Mclennan approach financial planning?
Benjamin takes a client-centered approach, focusing on understanding your individual needs and goals. He will work with you to develop a customized financial plan that is tailored to your specific circumstances.
What can I expect during my first meeting with Benjamin?
During your initial consultation, Benjamin will discuss your financial situation, goals, and risk tolerance. This will help him to understand your needs and develop a tailored strategy. You will also have the opportunity to ask any questions you may have.
Does Benjamin Mclennan specialize in Self Managed Superannuation Funds (SMSFs)?
Yes, Benjamin has specialized training in Self Managed Superannuation Funds (SMSFs) and can provide advice on establishing and managing your own SMSF.
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