Financial Adviser · WARRNAMBOOL, VIC

Ian Mcleod

38 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000248133

Ian Mcleod is a financial adviser based in Warrnambool, Victoria, with 38 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 Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

Restrictions: Superannuation authorization excludes Self Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2010

Margin Lending and Geared Investments

Kaplan Education Pty Ltd

Registration History

Synchron Advice Pty Ltd

Dec 2020 - Present Current

Superannuation authorization excludes Self Managed Super Funds

Akumin Financial Planning Pty Limited

Jan 2004 - Dec 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register