Ian Walker Financial Planner Report

Name:
Ian William Walker

Rep Number:
000245287

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2013-06-14 onwards

Location:
Brisbane, , QLD, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Lantern Advisory Pty Ltd

Licence Number:
000440584

ABN:
75 163 962 301

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

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