- Certified Financial Planner
- Diploma of Financial Planning
- Member of the Financial Planning Association of Australia
I commenced my financial planning career in 1972 with AMP as a life insurance consultant. In the early 1980s my practice gravitated towards the investment markets and financial planning.
I joined Hillross in 1988 after completing a Securities Institute course and am now one of the longest serving members of Hillross.
I help my clients build and protect their wealth and my key areas of expertise are Retirement planning, Investment and SMSFs. Every financial plan is tailored to individual’s needs and situations, because I know as well as you do, that “one size doesn’t fit all”.
I have a Diploma of Financial Planning and became a Certified Financial Planner in 1999. I am a member of the Financial Planning Association (FPA).
I am a keen golfer and sponsor the Murwillumbah Golf Club Pro-Am. I am an active member of the Murwillumbah Rotary Club and have been awarded a Paul Harris Fellowship for my involvement in organising the Red Shield Appeal, Meals on Wheels and general fundraising.
Ian's ideas of Financial Freedom
The time to do the things I like doing