Ian Clark Financial Planner Report

Name:
Ian Clark

Rep Number:
001000483

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2015-11-23 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
ACA (CA)
ACA Financial Planning Specialist
Bendigo College of Advanced Education
Bachelor of Business
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP�)
Institute of Chartered Accountants
Chartered Accountant
Kaplan Professional
Margin Lending and Geared Investments

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)