Ian is a Certified Financial Planner (CFP®); holding a Graduate Diploma in Financial Planning and is authorised to advise on Self Managed Superannuation Funds (SMSF).
He’s successfully completed the Financial Adviser Exam meeting all the regulatory education standards for financial advisers.
Ian’s experience in financial services and financial planning spans many years, which enables him to present ideas and solutions for consideration to work toward meeting your goals or scenario, whether it be simple or complex.
His commitment to working with you to meet your goals is clear in every conversation, from helping to create a wealth plan to checking that you’re on track and your personal insurances are appropriate. He’s well versed in SMSF strategies, retirement planning and estate planning.
From your first meeting, Ian will listen and translate your lifestyle dreams into a solid plan that will work toward achieving the optimal financial outcome for your situation.
Outside of work, Ian enjoys the good food and wine around SA as well as spending time with his wife and 3 young adult children. He will also happily have a chat about his favourite sporting teams including the Adelaide Crows, Adelaide 36ers and North Queensland Cowboys.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Beyond Bank Australia Ltd. ABN 15 087 651 143 AFSL/Australian Credit Licence 237 856.