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Daniel Mclean
Financial Adviser at Frontier Financial
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Work Experience
Mar 2019 - Present · 5 years and 10 months
Financial Adviser
Apr 2023 - Present · 1 years and 9 months
Mortgage Broker
Dec 2020 - Present · 4 years and 1 months
Paraplanner
Mar 2019 - Apr 2023 · 4 years and 1 months
Company Details
11-50 Employees
Frontier Financial Group is a Melbourne based boutique practice, providing financial planning advice since 1988. We focus on understanding our client’s financial needs. We seek to understand their values, and what is important to them. We work together to set realistic and achievable goals and provide ongoing quality financial advice throughout this journey. Our aim is to establish long-term relationships. We work tirelessly to achieve this goal and our impressive 98% client retention rate is a testament to this. Our expanding client base is the result of the many referrals received from satisfied clients. Our mission statement is to plan, implement and empower individuals to achieve their financial goals.
Year Founded
1988
Social Media
Linkedin
Industry
Financial Services
HQ Location
level 4, 420 Collins St Melbourne, Victoria 3000, AU
Keywords
Financial AdvicePrincipal Class Advantageand Self Managed Superannuation
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