Financial Adviser · ADELAIDE, SA

Ian Raymond Evans

ADELAIDE, SA

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001236978

Licensee

Ri Advice Group

Sydney, NSW (licence address on ASIC register)

View licensee

About Ian Raymond Evans

Ian Raymond Evans is a financial adviser based in Adelaide, South Australia, with 12 years of experience in the financial services industry since 2014. Ian is currently authorised under Ri Advice Group. 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. 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 Margin Lending

Restrictions: Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

2014

Diploma of Financial Planning

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Integrity Education Group

2019

SMSF Core Course

DBA Network Pty Ltd

2021

FCB002B Ethics & Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2022

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

Apr 2025 - Present Current

Securities: advice is limited to approved model portfolios only.

Financial Index Australia Pty Ltd

Sep 2023 - Apr 2025 Ceased

Findex Advice Services Pty Ltd

Mar 2017 - Apr 2025 Ceased

Akumin Financial Planning Pty Limited

May 2016 - Aug 2016 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Fortnum Private Wealth Ltd

Nov 2015 - Apr 2016 Ceased

Government Debentures, Stocks or Bonds: Class of product only. Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Akumin Financial Planning Pty Limited

Nov 2014 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register