ABOUT US
McLean Whittaker CFP
McLean brings over fifteen years experience in the Financial Services Industry with modern flair. During this time, he has been employed by two of Australia’s major banking institutions in very successful roles.
Financial Planner
and Authorised Representative of
Millennium 3 Financial Services
Our Story
McLean has spent the last 5 years specialising in private practice and has the exceptional gift of making the most complex situations easy and understandable. McLean holds a Diploma of Financial Advising (Dip FP) through the Securities Institute and has completed the equivalent through the Financial Planners Association (FPA). McLean has completed his Certified Financial Planner (CFP) certification, which is the global symbol of excellence in financial planning. He is also a member of the FPA.
As an Authorised Representative, McLean is authorised to provide a wide range of facilities to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Insurance Advice
- Superannuation Advice
- Self Managed Superannuation (SMSF) Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies
ADDRESS
56 Kensington Road
Rose Park SA 5067
PHONE
08 8333 0733
HOURS
Monday - Friday
9am to 5pm