Ian William Walker – Financial Adviser

Adviser identifying number: 245287
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 14/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LANTERN ADVISORY PTY LTD
Authorised Representative identifying number: 000440584
Authorised Representative’s ABN: 75163962301

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:

• Bachelor of Business – University of Central Queensland
• Fellow of the Financial Services Institute of Australasia (Finsia) – FINSIA
• Margin Lending – Kaplan
• Master of Management – Central Queensland University
• Securities – SIA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia (FINSIA)
• Tax Institute

Ian William Walker 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