Ian Sherlock
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000465815
- Location
- Hawthorn East VIC 3123
- Licensee
- Petersmckeown Pty Ltd (AFSL 296198)
- Authorised since
- 30 September 2021
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006); SMSF Association Specialist Accreditation Program, SMSF Association (2011); Accredited Listed Product Adviser Program, Kaplan Education Pty Ltd (2015); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Sherlock
Ian Sherlock is a financial adviser in Hawthorn East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000465815.
Advice is given under the Australian financial services licence of Petersmckeown Pty Ltd, licence number 296198. That authorisation dates from 30 September 2021.
According to the register, Ian first provided financial advice in 2006. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and SMSF Association Specialist Accreditation Program (SMSF Association, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ian Sherlock a registered financial adviser?
Yes. Ian Sherlock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000465815.
Which licensee does Ian Sherlock work under?
Petersmckeown Pty Ltd, Australian financial services licence 296198.
What can Ian Sherlock give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts.