Ian Douglas Helmore
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000341318
- Location
- Adelaide SA 5000
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 1 June 2023
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning DFP1-8, Financial Planning Association of Australia Ltd (2004); Certified Financial Planner, Financial Planning Association of Australia Ltd (2008); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2009); Margin Lending & Geared Investments, Kaplan Education Pty Ltd (2010); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Advice on superannuation excludes self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Douglas Helmore
Ian Douglas Helmore is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 000341318).
The licensee Ian advises under is Bridges Financial Services Pty Limited (AFS licence 240837). The current authorisation started on 1 June 2023.
The register records 2004 as the year Ian first provided financial advice. Qualifications and training on file include Diploma of Financial Planning DFP1-8 (Financial Planning Association of Australia Ltd, 2004), Certified Financial Planner (Financial Planning Association of Australia Ltd, 2008) and Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Ian is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Advice on superannuation excludes self-managed superannuation funds.”
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Questions people ask
Is Ian Douglas Helmore a registered financial adviser?
Yes. Ian Douglas Helmore is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341318.
Which licensee does Ian Douglas Helmore work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Ian Douglas Helmore give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Advice on superannuation excludes self-managed superannuation funds."