Ian Sherlock
PETERSMCKEOWN PTY LTD · Hawthorn East VIC 3123 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000465815
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PETERSMCKEOWN PTY LTD · AFSL 296198Since 30 September 2021
- Principal business address
- Hawthorn East VIC 3123
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTSep 2021 – presentPETERSMCKEOWN PTY LTD · AFSL 296198
- CEASEDSep 2014 – Sep 2021FORTNUM PRIVATE WEALTH LTD · AFSL 357306
- CEASEDSep 2010 – Sep 2014NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
- CEASEDMay 2006 – Sep 2010COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan · 2019 · Bridging Course - Ethics
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd · 2015 · Other
SMSF Association Specialist Accreditation Program
SMSF Association · 2011 · Other
Advanced Diploma of Financial Services (Financial Planning)
Tribeca · 2006 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Tribeca · 2006 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Ian Sherlock claims the profile.
Reviews
Not yet reviewed
No client has reviewed Ian Sherlock on Souffle yet.
Contacting Ian Sherlock
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PETERSMCKEOWN PTY LTD · AFSL 296198
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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