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