Ian Potter

Name
Ian Potter
ID
1007549
ABN
First Provided Advice
2015
Restrictions
Authorised to provide financial product advice in Deposit and Payment product & not authorised to provide financial product advice in SMSF

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Aan Wealth Management Pty Ltd (#517548)
Commenced
Oct. 29, 2019
Ceased
May 31, 2024
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
March 11, 2015
Ceased
Dec. 18, 2015
Status
Ceased
Licence Holder
Global Pacific Solutions Group Pty Ltd (#514164)
Commenced
July 9, 2019
Ceased
Jan. 20, 2020
Status
Ceased
Licence Holder
Spark Advisors Australia Pty Ltd (#380552)
Commenced
Sept. 19, 2016
Ceased
May 21, 2018