IAN JOHN DAVIDSON
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1982 - Bachelor of Commerce - - The University of Queensland
1999 - Certified Financial Planner Program (CFP) - - Financial Planning Association of Australia
2000 - Chartered Accountant - Financial Planning Specialist - - The Institute of Chartered Accountants in Australia
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2016 - Self Managed Superannuation Funds - - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
Institute of Chartered Accountants Australia
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.