Financial Adviser · ALTONA NORTH, VIC

Ian Matthew Fox

18 Years experience
Tax advice
authorised
Currently at
Upper Mount Gravatt, QLD
ASIC Registered · ADV 000259654

Ian Matthew Fox is a financial adviser based in Altona North, Victoria, with 18 years of experience in the financial services industry. Ian is currently authorised under Modoras 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 Masters Degree of Business (Accounting) from Victoria University of Technology. Ian is a member of CPA Australia (CPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Business
Victoria University of Technology
1996
Masters Degree of Business (Accounting)
Victoria University of Technology
2012
Certificate IV of Mortgage Broking
Kaplan Professional
2015
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Oct 2017 - Present Current
Oct 2010 - Oct 2017 Ceased

Source: ASIC Financial Advisers Register