Hamish McLean-Perry
CFP®, AdvDipFP, MBus, BSc - Financial Adviser Authorised Representative - ARN: 1271780
Fiducian Financial Services Bendigo
Victoria
- fpsupport@fiducianfs.com.au
- Phone
- 0434 769 769
- Address
-
5 Camp Street, Kangaroo Flat VIC 3555
About Hamish McLean-Perry
Hamish has worked in the Financial Services industry for over a decade, with more than 8 years specialising in Financial Planning.
As a life-long learner, Hamish has accumulated a Bachelor of Science (Biochemistry), a Master of Business (Banking & Finance), a Diploma and Advanced Diploma in Financial Planning, accreditation as an Aged Care specialist, and is on the way to becoming an SMSF specialist, and a CERTIFIED FINANCIAL PLANNER® professional through the Financial Advice Association Australia (FAAA).
Hamish’s advice philosophy is to financially prepare clients for whatever life throws at them, and is built on the four pillars of holistic Financial Advice:
- Superannuation
- Personal Wealth
- Personal Insurance
- Estate Planning
Fiducian’s Bendigo office is run by Hamish and his wife Emma, who are raising their three young kids in the vibrant Bendigo community of Kangaroo Flat.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Hamish McLean-Perry
Hamish has worked in the Financial Services industry for over a decade, with more than 8 years specialising in Financial Planning.
As a life-long learner, Hamish has accumulated a Bachelor of Science (Biochemistry), a Master of Business (Banking & Finance), a Diploma and Advanced Diploma in Financial Planning, accreditation as an Aged Care specialist, and is on the way to becoming an SMSF specialist, and a CERTIFIED FINANCIAL PLANNER® professional through the Financial Advice Association Australia (FAAA).
Hamish’s advice philosophy is to financially prepare clients for whatever life throws at them, and is built on the four pillars of holistic Financial Advice:
- Superannuation
- Personal Wealth
- Personal Insurance
- Estate Planning
Fiducian’s Bendigo office is run by Hamish and his wife Emma, who are raising their three young kids in the vibrant Bendigo community of Kangaroo Flat.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility