Ian Malcolm Daubney
Financial Adviser in Docklands, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264417
- Location
- Docklands VIC 3008
- Licensee
- Mercer Financial Advice (Australia) Pty Ltd (AFSL 411766)
- Authorised since
- 9 January 2012
- First provided advice
- 1996
- Qualifications
- Securities Institute of Australia Certificate, FINSIA (1989); Bachelor of Business, Deakin University (1992); Diploma of Financial Planning, RMIT (1996); Master of Business Administration, Victoria University (1999); Tax for Financial Advising, Kaplan (2026)
- 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
- Restriction
- Restrictions: Margin lending and general advice only in general insurance products.
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Malcolm Daubney
On the Financial Advisers Register kept by ASIC, Ian Malcolm Daubney appears as a current financial adviser in Docklands, Victoria, adviser number 000264417.
Ian provides advice as an authorised representative of Mercer Financial Advice (Australia) Pty Ltd, which holds Australian financial services licence 411766. That authorisation dates from 9 January 2012.
According to the register, Ian first provided financial advice in 1996. Qualifications and training on file include Securities Institute of Australia Certificate (FINSIA, 1989), Bachelor of Business (Deakin University, 1992) and Diploma of Financial Planning (RMIT, 1996). Ian is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Restrictions: Margin lending and general advice only in general insurance products.”
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Questions people ask
Is Ian Malcolm Daubney a registered financial adviser?
Yes. Ian Malcolm Daubney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264417.
Which licensee does Ian Malcolm Daubney work under?
Mercer Financial Advice (Australia) Pty Ltd, Australian financial services licence 411766.
What can Ian Malcolm Daubney 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. It also records this restriction: "Restrictions: Margin lending and general advice only in general insurance products."