IAN SHERLOCK

Financial Adviser · Melbourne, VIC

Registered

IAN SHERLOCK is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2006, based in Melbourne, Victoria. They are authorised to provide advice under FORTNUM PRIVATE WEALTH LTD (AFSL licence #000357306). Registered qualifications on file include 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca, 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca, 2011 - SMSF Association Specialist Accreditation Program - Other - SMSF Association. Professional memberships listed: Financial Advice Association of Australia (FAAA).

Registration Number

000465815

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2006

Registration Date

24/09/2014

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca

2011 - SMSF Association Specialist Accreditation Program - Other - SMSF Association

2015 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd

2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.