Ian Davidson Financial Planner Report

Name:
Ian John Davidson

Rep Number:
000230154

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2009-04-10 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The University of Queensland
Bachelor of Commerce
Financial Planning Association of Australia
Certified Financial Planner Program (CFP)
The Institute of Chartered Accountants in Australia
Chartered Accountant - Financial Planning Specialist
Kaplan Professional
Margin Lending and Geared Investments
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (FINSIA)
Institute of Chartered Accountants Australia