Who is Kevin Donald McLean?
Kevin Donald McLean is a financial adviser, based in Auckland, appointed under the Financial Advice Provider Helm Wealth Advisory Limited, and has been registered on the FSPR for 15 years.
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Kevin Donald McLean
Financial Adviser at Helm Wealth Advisory Limited
About Kevin Donald McLean
How is Kevin Donald McLean regulated?
Kevin Donald McLean is registered on the Financial Service Providers Register (FSPR)as FSP94041, with first registration in 2011. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Kevin Donald McLean specialise in?
Kevin Donald McLean provides financial advice covering Financial Adviser. Refer to Kevin Donald McLean's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
Financial Adviser
Financial Advice Provider
Helm Wealth Advisory Limited
FSP 20861 Auckland 8 advisers
Registration Details
Source: FSPR · synced 2 March 2026 · Report incorrect info
Contact Kevin Donald McLean
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Phone
Not available
Not available
Website
Not available
Address
Level 37, Pwc Tower,15 Customs Street West,Auckland,1010,New Zealand
Professional Details
Provider: Helm Wealth Advisory Limited
FSP Number: 94041
About Kevin Donald McLean
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Qualifications & Education
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Work History
HW
Financial Adviser
Helm Wealth Advisory LimitedNov 2022 – Present
HW
Financial Adviser
Helm Wealth Advisory LimitedMar 2021 – Nov 2022
PA
Financial Adviser
Pathfinder Asset Management LimitedMar 2021 – Nov 2022
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