Ian Davies Financial Planner Report

Name:
Ian Lennox Davies

Rep Number:
000242612

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2010-01-01 onwards

Licensee
Name:

Number:
000227748

ABN:
77 103 642 888

Controlled By:

Appointed By
Name:
Sentry Advice Pty Ltd

Licence Number:
000227748

ABN:
77 103 642 888

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
Curtin University
Bachelor of Business
Financial Planning Association of Australia
Certified Financial Planner Program
Institute of Chartered Accountants
Chartered Accountant
Royal Melbourne Institute of Technology
Diploma in Financial Planning

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