McLean Whittaker CFPFinancial Planner
McLean brings over fifteen years experience in the Financial Services Industry with modern flair to Elders. During this time, he has been employed by two of Australia’s major banks, ANZ and Westpac with very successful roles.
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. McLean is authorised to provide a wide range of facilities to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Insurance Advice
- Superannuation Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies