Financial Adviser
· FRENCHS FOREST, NSW
Ian Matthew Wright
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000286959
Ian Matthew Wright is a financial adviser based in Frenchs Forest, New South Wales, with 24 years of experience in the financial services industry. Ian is currently authorised under Personal Financial Services 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 Advice Association Australia. Ian is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Arts
University of Technology Sydney
2006
Graduate Diploma of Financial Planning
FINSIA
2007
Certified Financial Planner
Financial Advice Association Australia
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education