Financial Adviser
· ADELAIDE, SA
Ian Southwood
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005472
Ian Southwood is a financial adviser based in Adelaide, South Australia, with 37 years of experience in the financial services industry. Ian is currently authorised under Jbwere Ltd. Ian holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor Degree from - Flinders University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor Degree
- Flinders University
1992
Graduate Diploma in Applied Finance and Investment
Securities Institute
2007
Accredited Derivatives Adviser Level 1 & 2
ASX
2019
Foreign Exchange Accreditation Program
Stockbrokers and Financial Advisers Association Limited
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register