IAN MATTHEW WRIGHT

Financial Adviser Β· Frenchs Forest, NSW

Registered

Registration Number

000286959

Registration Status

Registered

Location

Frenchs Forest, NSW 2086

Providing Advice Since

2002

Registration Date

08/03/2010

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

πŸ“š Qualifications & Training

1999 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Technology Sydney
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2007 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2019 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

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.