Ian McLeod
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248133
- Location
- Warrnambool VIC 3280
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 2 December 2020
- First provided advice
- 1988
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2010)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Superannuation authorization excludes Self Managed Super Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian McLeod
On the Financial Advisers Register kept by ASIC, Ian McLeod appears as a current financial adviser in Warrnambool, Victoria, adviser number 000248133.
Ian provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 2 December 2020.
According to the register, Ian first provided financial advice in 1988. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002) and Margin Lending and Geared Investments (Kaplan Education Pty Ltd, 2010).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation authorization excludes Self Managed Super Funds.”
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Questions people ask
Is Ian McLeod a registered financial adviser?
Yes. Ian McLeod is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248133.
Which licensee does Ian McLeod work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Ian McLeod 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; standard margin lending. It also records this restriction: "Superannuation authorization excludes Self Managed Super Funds."