Financial Adviser
· HAWTHORN EAST, VIC
Ian Sherlock
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000465815
Ian Sherlock is a financial adviser based in Hawthorn East, Victoria, with 20 years of experience in the financial services industry. Ian is currently authorised under Petersmckeown 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca. 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2011
SMSF Association Specialist Accreditation Program
SMSF Association
2015
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan