Financial Adviser
· BAYVIEW HEIGHTS, QLD
Ian Peter Byrne
No disciplinary history on record with ASIC
BAYVIEW HEIGHTS,
QLD
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263857
About Ian Peter Byrne
Ian Peter Byrne is a financial adviser based in Bayview Heights, Queensland, with 26 years of experience in the financial services industry since 2000. Ian is currently authorised under Fortnum Private Wealth. Ian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ian's qualifications include a 8 unit Diploma of Financial Planning. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
8 unit Diploma of Financial Planning
2007
Self Managed Superannuation Funds
Tribeca
2009
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2021
FPC008 Investment Advice
Kaplan Higher Education Pty Limited