Ian Clark – Financial Adviser

Adviser identifying number: 1000483
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: FINDEX ADVICE SERVICES PTY LTD
Licence number: 243253
Licensee’s ABN: 88090684521
Licence controlled by: FINDEX GROUP LIMITED

The date the Financial Adviser commenced the appointment: 23/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINDEX ADVICE SERVICES PTY LTD
Authorised Representative identifying number: 243253
Authorised Representative’s ABN: 88090684521

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• ACA Financial Planning Specialist – ACA (CA)
• Bachelor of Business – Bendigo College of Advanced Education
• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• Certified Financial Planner (CFP?) – Financial Planning Association of Australia (FPA)
• Chartered Accountant – Institute of Chartered Accountants
• Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Ian Clark is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility