Financial Adviser
· CAULFIELD, VIC
Ian Mallinson
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000424450
Ian Mallinson is a financial adviser based in Caulfield, Victoria, with 14 years of experience in the financial services industry. Ian is currently authorised under Count Financial 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 Bachelor of Commerce (Economics and Financial Planning) from Curtin University.
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
2006
Diploma of Business
TAFEWA Central
2010
Bachelor of Commerce (Economics and Financial Planning)
Curtin University
2012
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2017
Postgraduate Diploma in Commerce (Economics and Finance)
Curtin University
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Advice on superannuation excludes self managed superannuation funds
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Can advise on Superannuation except Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register