Financial Adviser · BAULKHAM HILLS, NSW

Ivan Quentin Wearne

35 Years experience

Tax advice
authorised

Currently at

Investment & Retirement Services Pty Ltd

Baulkham Hills, NSW

View firm profile

ASIC Registered · ADV 000247652

Ivan Quentin Wearne is a financial adviser based in Baulkham Hills, New South Wales, with 35 years of experience in the financial services industry. Ivan is currently authorised under Investment & Retirement Services Pty Ltd. Ivan 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 Master of Financial Planning from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

1997

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2021

7269AFE/7815AFE Ethics and Professionalism

Ethics - Griffith University

2026

Master of Financial Planning

Griffith University

Registration History

Investment & Retirement Services Pty Ltd

Dec 2022 - Present Current

Akumin Financial Planning Pty Limited

Apr 2013 - Dec 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Jan 2010 - Dec 2013 Ceased

Source: ASIC Financial Advisers Register