Financial Adviser
· CARRUM DOWNS, VIC
Ian Finney
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000266766
Ian Finney is a financial adviser based in Carrum Downs, Victoria, with 22 years of experience in the financial services industry. Ian is currently authorised under Synchron Advice 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 Bachelor of Business from Caulfield Institute of Technology.
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
1982
Bachelor of Business
Caulfield Institute of Technology
2015
Diploma of Financial Planning
Mentor Education
2016
Accredited Aged Care Professional
Aged Care Steps