Financial Adviser
· KANGAROO FLAT, VIC
Hamish Alexander Mclean-perry
No disciplinary history on record with ASIC
KANGAROO FLAT,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271780
About Hamish Alexander Mclean-perry
Hamish Alexander Mclean-perry is a financial adviser based in Kangaroo Flat, Victoria, with 8 years of experience in the financial services industry since 2018. Hamish is currently authorised under Fiducian Financial Services. Hamish holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Hamish's qualifications include a Master of Business (Banking and Finance) from Monash University. Hamish is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Graduate Certificate in Commerce
University of Sydney
2014
Master of Business (Banking and Finance)
Monash University
2017
Advanced Diploma Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Accredited Aged Care Professional
Aged Care Steps
Registration History
Not authorised to provider personal advice in Margin Lending Facility.
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register