Financial Adviser · MANJIMUP, WA

Ian Graeme Armstrong

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000315131

Ian Graeme Armstrong is a financial adviser based in Manjimup, Western Australia, with 18 years of experience in the financial services industry. Ian is currently authorised under Alethia Partners 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 Commerce (Sales and Marketing) from Curtin University. 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce (Sales and Marketing)
Curtin University
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Self Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional

Registration History

Jul 2024 - Present Current
TOTAL WEALTH PLANNING PTY LTD
Apr 2023 - Jul 2024 Ceased
Feb 2019 - Mar 2023 Ceased
Jul 2008 - Jan 2019 Ceased

Source: ASIC Financial Advisers Register