Ian William Walker
Financial Adviser in Brisbane, Queensland, Australia
Review Ian William Walker
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000245287
- Location
- Brisbane QLD 4000
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 14 June 2013
- First provided advice
- 1998
- Qualifications
- Bachelor of Business, University of Central Queensland (1993); Master of Management, Central Queensland University (2000); Securities, SIA (2004); Margin Lending, Kaplan (2011)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA); Tax Institute
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- restricted from giving advice in Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian William Walker
Ian William Walker is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000245287.
The licensee Ian advises under is Professional Investment Services Pty Ltd (AFS licence 234951). The current authorisation started on 14 June 2013.
According to the register, Ian first provided financial advice in 1998. The qualifications listed for Ian include Bachelor of Business (University of Central Queensland, 1993), Master of Management (Central Queensland University, 2000) and Securities (SIA, 2004). Ian is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
Ian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment 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.
A further restriction is recorded on the register: “restricted from giving advice in Self Managed Superannuation Funds.”
Reviews
Nobody has reviewed Ian William Walker here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ian William Walker a registered financial adviser?
Yes. Ian William Walker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245287.
Which licensee does Ian William Walker work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Ian William Walker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "restricted from giving advice in Self Managed Superannuation Funds."