Ian Matthew Wright
Financial Adviser in Frenchs Forest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000286959
- Location
- Frenchs Forest NSW 2086
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 8 March 2010
- First provided advice
- 2002
- Qualifications
- Bachelor of Arts, University of Technology Sydney (1999); Graduate Diploma of Financial Planning, FINSIA (2006); Certified Financial Planner, Financial Advice Association Australia (2007); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Matthew Wright
Ian Matthew Wright is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Frenchs Forest, New South Wales (adviser number 000286959).
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 8 March 2010.
The register records 2002 as the year Ian first provided financial advice. Qualifications and training on file include Bachelor of Arts (University of Technology Sydney, 1999), Graduate Diploma of Financial Planning (FINSIA, 2006) and Certified Financial Planner (Financial Advice Association Australia, 2007). 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 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 Matthew Wright a registered financial adviser?
Yes. Ian Matthew Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000286959.
Which licensee does Ian Matthew Wright work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Ian Matthew Wright 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.