Financial Adviser · BRISBANE, QLD

Ian William Walker

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000245287

Ian William Walker is a financial adviser based in Brisbane, Queensland, with 28 years of experience in the financial services industry. Ian is currently authorised under Professional Investment 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 Master of Management from Central Queensland University. Ian is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Restrictions: restricted from giving advice in Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Business
University of Central Queensland
2000
Master of Management
Central Queensland University
2004
Securities
SIA
2011
Margin Lending
Kaplan

Registration History

Jun 2013 - Present Current
restricted from giving advice in Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register