Financial Adviser
· BALLINA, NSW
Ian Robert Hogarth
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002896
Ian Robert Hogarth is a financial adviser based in Ballina, New South Wales, with 24 years of experience in the financial services industry. Ian is currently authorised under Gallagher Benefit Services 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 from Financial Planning Association of Australia (FPA). Ian is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Commerce
University of Queensland
1995
Graduate Diploma in Applied Finance and Investment
Securities Institute Education (Finsia Education)
1997
Certified Practising Accountant
CPA Australia
2002
Graduate Diploma in Financial Planning
Securities Institute
2006
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited