Financial Adviser · ADELAIDE, SA

Ian Douglas Helmore

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000341318

Ian Douglas Helmore is a financial adviser based in Adelaide, South Australia, with 22 years of experience in the financial services industry. Ian is currently authorised under Bridges Financial Services Pty Limited. 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 Planning Association of Australia Ltd. Ian is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: Advice on superannuation excludes self-managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Planning DFP1-8
Financial Planning Association of Australia Ltd
2008
Certified Financial Planner
Financial Planning Association of Australia Ltd
2009
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2010
Margin Lending & Geared Investments
Kaplan Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Jun 2023 - Present Current
Advice on superannuation excludes self-managed superannuation funds
EASTWOODS WEALTH MANAGEMENT PTY LTD
Jun 2021 - May 2023 Ceased
Jan 2013 - May 2021 Ceased
May 2011 - Nov 2012 Ceased
ACN 003 344 232 LIMITED
Mar 2010 - May 2011 Ceased

Source: ASIC Financial Advisers Register