Financial Adviser · GREENSLOPES, QLD

Ian Benjamin Watson

GREENSLOPES, QLD
4 Years experience
Tax advice
authorised
ASIC Registered · ADV 001293846
Currently at
Sydney, NSW (firm address)

Ian Benjamin Watson is a financial adviser based in Greenslopes, Queensland, with 4 years of experience in the financial services industry since 2022. Ian is currently authorised under Loyalty Financial Services. Ian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ian holds a Graduate Diploma Financial Planning from Deakin University. Ian is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2021
Graduate Diploma Financial Planning
Deakin University

Registration History

Sep 2023 - Present Current
NEXTGEN FINANCIAL GROUP PTY LTD
Jun 2022 - Aug 2023 Ceased
Excluding Standard Margin Lending
NEXTGEN FINANCIAL GROUP PTY LTD
Nov 2021 - Jun 2022 Ceased
Excluding Self - Managed Superannuation Funds & Standard Margin Lending

Source: ASIC Financial Advisers Register