Financial Adviser
· ALBURY, NSW
Ian Clark
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000483
Ian Clark is a financial adviser based in Albury, New South Wales, with 30 years of experience in the financial services industry. Ian is currently authorised under Financial Index Australia Pty Ltd. Ian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Ian is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Business
Bendigo College of Advanced Education
1991
Chartered Accountant
Institute of Chartered Accountants
1996
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
1996
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
1996
Diploma of Financial Planning
Financial Planning Association of Australian (FPA)
2000
ACA Financial Planning Specialist
ACA (CA)
2017
SMSF Core Course
DBA Network Pty Ltd
2020
FPC002B
Bridging Course - Ethics - Kaplan Professional