Ian James Auld
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253152
- Location
- Brisbane City QLD 4000
- Licensee
- Onevale Pty Ltd (AFSL 327933)
- Authorised since
- 5 November 2008
- First provided advice
- 1995
- Qualifications
- Securities Institute of Australia Certificate Course, Securities Institute of Australia (1991); CFP Accreditation, Financial Planning Association of Australia (2003); CFP® Accreditation, Financial Planning Association of Australia (2003); Diploma of Financial Planning, Deakin University (2003); AEPS Accreditation, Financial Planning Association of Australia (2013); AEPS® Accreditation, Financial Planning Association of Australia (2013)
- Memberships
- 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 James Auld
On the Financial Advisers Register kept by ASIC, Ian James Auld appears as a current financial adviser in Brisbane City, Queensland, adviser number 000253152.
The licensee Ian advises under is Onevale Pty Ltd (AFS licence 327933). The current authorisation started on 5 November 2008.
The register records 1995 as the year Ian first provided financial advice. Qualifications and training on file include Securities Institute of Australia Certificate Course (Securities Institute of Australia, 1991), CFP Accreditation (Financial Planning Association of Australia, 2003) and CFP® Accreditation (Financial Planning Association of Australia, 2003). Ian is recorded as a member of 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 James Auld a registered financial adviser?
Yes. Ian James Auld is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253152.
Which licensee does Ian James Auld work under?
Onevale Pty Ltd, Australian financial services licence 327933.
What can Ian James Auld 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.