Ingrid Stoker
Financial Adviser in Barton, Australian Capital Territory, Australia
Review Ingrid Stoker
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 number000284378
- Location
- Barton ACT 2600
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 August 2022
- First provided advice
- 2005
- Qualifications
- Graduate Diploma of Financial Planning, Securities Institute (2003); Self Managed Super Funds, Kaplan (2010); Margin lending and Geared Investments, Kaplan (2011); Certified Financial Planner, FPA (2012)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Ingrid Stoker
Ingrid Stoker is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Barton, Australian Capital Territory (adviser number 000284378).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 1 August 2022.
The register records 2005 as the year Ingrid first provided financial advice. Qualifications and training on file include Graduate Diploma of Financial Planning (Securities Institute, 2003), Self Managed Super Funds (Kaplan, 2010) and Margin lending and Geared Investments (Kaplan, 2011). Ingrid is recorded as a member of Financial Advice Association of Australia (FAAA).
Ingrid is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Ingrid Stoker here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ingrid Stoker a registered financial adviser?
Yes. Ingrid Stoker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000284378.
Which licensee does Ingrid Stoker work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Ingrid Stoker 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; standard margin lending.