Arianna Mckean
Financial Adviser
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About
Arianna Mckean is an ASIC-registered financial adviser dedicated to helping individuals and families in Murrumbeena and across Victoria achieve their financial goals. With a solid foundation built upon a Bachelor of Business (Banking and Finance) from Monash University (1995) and a Graduate Diploma in Financial Planning from the Securities Institute (2002), Arianna combines extensive education with practical experience. She has also completed the FASEA Exam (2020) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020), demonstrating her commitment to the highest ethical standards. As a Certified Financial Planner (CFP) with the FPA, Arianna is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Arianna offers tailored financial advice to help you: • Build and protect your wealth • Plan for a comfortable retirement • Secure your family's financial future • Make informed investment decisions Whether you're just starting out on your financial journey or looking to refine your existing strategy, Arianna Mckean is here to provide expert guidance and support. Contact her today to schedule a consultation and take the first step towards a brighter financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Arianna Mckean provide?
Arianna Mckean provides advice on a range of financial matters including superannuation, insurance, wealth management, and retirement planning. She also advises on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are Arianna Mckean's qualifications?
Arianna holds a Bachelor of Business (Banking and Finance) from Monash University, a Graduate Diploma in Financial Planning from the Securities Institute, and has completed the FASEA Exam and FPC002B Ethics and Professionalism in Financial Advice.
How does Arianna Mckean work with clients?
Arianna works closely with her clients to understand their individual circumstances, goals, and risk tolerance. She then develops a tailored financial plan to help them achieve their objectives. The process typically involves an initial consultation, development of a financial plan, implementation of the plan, and ongoing review and adjustments as needed.
What can I expect from my first meeting with Arianna Mckean?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Arianna will explain her services and how she can help you achieve your objectives. This initial consultation is an opportunity for both you and Arianna to determine if you are a good fit for each other.
Why should I choose Arianna Mckean as my financial adviser?
Arianna is a highly qualified and experienced financial adviser with a passion for helping her clients achieve their financial goals. She is committed to providing personalized advice and ongoing support. As a Certified Financial Planner (CFP), she adheres to the highest ethical and professional standards.
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