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David McLean

Titan Financial Planning Pty Ltd

Bronze
16 Yrs Experience
Erina, NSW 2250

I am the Practice Principal, founder and senior advisor at Titan Financial Planning. We kicked off this business with the vision of providing a platform to partner with clients to help them identify short, medium and long-term lifestyle objectives and to enable people to achieve these objectives. We do this by providing advice and building the financial platforms that will enable our clients to achieve these objectives, whilst keeping our clients safe.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are happy to discuss alternative for arrangements with clients who are after long-term advice relationships

At a glance

  • Adviser status Bronze
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Titan Financial Planning Pty Ltd

Highpoint Building, Suite 5B, Level 1, 257 Central Coast Hwy
Erina, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252