Ian Finney
Financial Adviser in Carrum Downs, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000266766
- Location
- Carrum Downs VIC 3201
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 1 August 2026
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, Caulfield Institute of Technology (1982); Diploma of Financial Planning, Mentor Education Pty Ltd (2015); Accredited Aged Care Professional, Aged Care Steps (2016)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Finney
Ian Finney is a financial adviser in Carrum Downs, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000266766.
The licensee Ian advises under is Fortnum Advice Pty Ltd (AFS licence 519190). That authorisation dates from 1 August 2026.
The register records 2004 as the year Ian first provided financial advice. Qualifications and training on file include Bachelor of Business (Caulfield Institute of Technology, 1982), Diploma of Financial Planning (Mentor Education Pty Ltd, 2015) and Accredited Aged Care Professional (Aged Care Steps, 2016).
Ian is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not SMSF.”
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Questions people ask
Is Ian Finney a registered financial adviser?
Yes. Ian Finney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000266766.
Which licensee does Ian Finney work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Ian Finney give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not SMSF."