IAN CLARK
Financial Adviser · Albury, NSW
📚 Qualifications & Training
1988 - Bachelor of Business - Bachelor Degree (AQF 7) - Bendigo College of Advanced Education
1991 - Chartered Accountant - - Institute of Chartered Accountants
1996 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
1996 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
1996 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA)
1996 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australian (FPA)
2000 - ACA Financial Planning Specialist - - ACA (CA)
2017 - SMSF Core Course - Other - DBA Network Pty Ltd
2020 - FPC002B - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.