Ian Southwood
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005472
- Location
- Adelaide SA 5000
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 29 October 2009
- First provided advice
- 1989
- Qualifications
- Bachelor Degree, Flinders University (1986); Graduate Diploma in Applied Finance and Investment, Securities Institute (1992); Accredited Derivatives Adviser Level 1 & 2, ASX (2007); Foreign Exchange Accreditation Program, Stockbrokers and Financial Advisers Association Limited (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Restriction
- Superannuation - Can only advise on a person's existing holding in a superannuation product
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Southwood
Ian Southwood is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001005472).
Ian provides advice as an authorised representative of Jbwere Ltd, which holds Australian financial services licence 341162. That authorisation dates from 29 October 2009.
The register records 1989 as the year Ian first provided financial advice. The qualifications listed for Ian include Bachelor Degree (Flinders University, 1986), Graduate Diploma in Applied Finance and Investment (Securities Institute, 1992) and Accredited Derivatives Adviser Level 1 & 2 (ASX, 2007).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, 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: “Superannuation – Can only advise on a person’s existing holding in a superannuation product.”
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Questions people ask
Is Ian Southwood a registered financial adviser?
Yes. Ian Southwood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005472.
Which licensee does Ian Southwood work under?
Jbwere Ltd, Australian financial services licence 341162.
What can Ian Southwood give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts. It also records this restriction: "Superannuation - Can only advise on a person's existing holding in a superannuation product."