Financial Adviser · VARSITY LAKES, QLD

Ian John Davidson

VARSITY LAKES, QLD
38 Years experience
Tax advice
authorised
ASIC Registered · ADV 000230154
Currently at
Varsity Lakes, QLD (firm address)

Ian John Davidson is a financial adviser based in Varsity Lakes, Queensland, with 38 years of experience in the financial services industry since 1988. Ian is currently authorised under Sgn Financial, operating through Sterling Group & Associates. Ian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ian's qualifications include a Certified Financial Planner Program (CFP) from Financial Planning Association of Australia. Ian is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and Institute of Chartered Accountants Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1982
Bachelor of Commerce
The University of Queensland
1999
Certified Financial Planner Program (CFP)
Financial Planning Association of Australia
2000
Chartered Accountant
- The Institute of Chartered Accountants in Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Nov 2023 - Present Current
Dec 2022 - Nov 2023 Ceased
A.C.N. 133 593 012 PTY LTD
Apr 2009 - Dec 2022 Ceased

Source: ASIC Financial Advisers Register