Ian Mallinson
Financial Adviser in Caulfield, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000424450
- Location
- Caulfield VIC 3162
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 26 March 2024
- First provided advice
- 2012
- Qualifications
- Diploma of Business, TAFEWA Central (2006); Bachelor of Commerce (Economics and Financial Planning), Curtin University (2010); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2012); Postgraduate Diploma in Commerce (Economics and Finance), Curtin University (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Mallinson
On the Financial Advisers Register kept by ASIC, Ian Mallinson appears as a current financial adviser in Caulfield, Victoria, adviser number 000424450.
The licensee Ian advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 26 March 2024.
According to the register, Ian first provided financial advice in 2012. The qualifications listed for Ian include Diploma of Business (TAFEWA Central, 2006), Bachelor of Commerce (Economics and Financial Planning) (Curtin University, 2010) and Certificate IV in Finance and Mortgage Broking (Kaplan Professional, 2012).
Ian is authorised to advise 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.
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Questions people ask
Is Ian Mallinson a registered financial adviser?
Yes. Ian Mallinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000424450.
Which licensee does Ian Mallinson work under?
Count Financial Limited, Australian financial services licence 227232.
What can Ian Mallinson 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.