Ian James Auld – Financial Adviser
Adviser identifying number: 253152
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: FINGUARD FINANCIAL PLANNING PTY LTD
Licence number: 327933
Licensee’s ABN: 14050104722
Licence controlled by: FINGUARD FINANCIAL PLANNING PTY LTD
The date the Financial Adviser commenced the appointment: 05/11/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINGUARD FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 327933
Authorised Representative’s ABN: 14050104722
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:
- AEPS? Accreditation – Financial Planning Association of Australia
- CFP? Accreditation – Financial Planning Association of Australia
- Diploma of Financial Planning – Deakin University
- Securities Institute of Australia Certificate Course – Securities Institute of Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Ian James Auld 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility