Setting the fundamentals for success.
Fundamental Financial Planning provides a comprehensive range of services to assist you in achieving your financial objectives.
At Fundamental Financial Planning, we believe in designing and implementing strategies which best achieve your financial goals and objectives, without over-complication.
That is, we get the fundamentals right.
David McLean Director and Licensee
Mr David McLean is the Director of Fundamental Financial Planning Pty Ltd which is the holder of Australian Financial Services License number 334028.
Mr McLean has been involved in the finance and risk management industries for over 25 years.
He has a degree in Economics and Finance, holds a Certificate in Superannuation Management, a Graduate Diploma of Financial Planning and is currently undertaking a Masters of Applied Finance.
Mr McLean is a member of the Association of Independently Owned Financial Practitioners. (AIOFP)