Ian Clark
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000483
- Location
- Albury NSW 2640
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 26 October 2018
- First provided advice
- 1996
- Qualifications
- Bachelor of Business, Bendigo College of Advanced Education (1988); Chartered Accountant, Institute of Chartered Accountants (1991); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (1996); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (1996); Diploma of Financial Planning, Financial Planning Association of Australian (FPA) (1996); ACA Financial Planning Specialist, ACA (CA) (2000); SMSF Core Course, DBA Network Pty Ltd (2017); FPC002B, Kaplan Professional (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Clark
Ian Clark is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Albury, New South Wales (adviser number 001000483).
The licensee Ian advises under is Financial Index Australia Pty Ltd (AFS licence 240559). The register also lists Findex Advice Services Pty Ltd (licence 243253). The current authorisation started on 26 October 2018.
According to the register, Ian first provided financial advice in 1996. The qualifications listed for Ian include Bachelor of Business (Bendigo College of Advanced Education, 1988), Chartered Accountant (Institute of Chartered Accountants, 1991) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 1996). Ian is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Ian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ian Clark a registered financial adviser?
Yes. Ian Clark is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000483.
Which licensee does Ian Clark work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Ian Clark give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.