Financial Adviser · BRISBANE, QLD

Ian William Walker

BRISBANE, QLD

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000245287

Currently at

Lantern Advisory

Bundall, QLD (firm address)

View firm profile

Ian William Walker is a financial adviser based in Brisbane, Queensland, with 28 years of experience in the financial services industry since 1998. Ian is currently authorised under Professional Investment Services, operating through Lantern Advisory. 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 Master of Management from Central Queensland University. Ian is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and Tax Institute.

Authorised to Advise On

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

Restrictions: restricted from giving advice in Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Business

University of Central Queensland

2000

Master of Management

Central Queensland University

2004

Securities

SIA

2011

Margin Lending

Kaplan

Registration History

Professional Investment Services Pty Ltd

Jun 2013 - Present Current

restricted from giving advice in Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register