Financial Adviser
· FORTITUDE VALLEY, QLD
Blair Milne
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249167
Blair Milne is a financial adviser based in Fortitude Valley, Queensland, with 10 years of experience in the financial services industry. Blair is currently authorised under Insight Investment Services Pty Ltd. Blair 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 Masters of Arts ( Economics) from University of Glasgow. Blair 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
2011
Masters of Arts ( Economics)
University of Glasgow
2016
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Planning
Ethics - Kaplan Professional
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Introduction to Self Managed Superannuation Funds
Kaplan Professional
Registration History
AXIS INVESTMENT CENTRE PTY LTD
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
ACN 128 650 037 PTY LIMITED
Source: ASIC Financial Advisers Register