Managing Director of Strategic Wealth Services & Certified Financial Planner

As Managing Director, Ian oversees Strategic Wealth Services’ culture of empathy, accountability and high ethical standards that translate into excellent quality service. Ian also plays a hand-on role as Senior Financial Planner, developing strategies to help clients manage their financial affairs and meet their life goals.

Ian has over 25 years’ experience in the financial services industry and started his financial planning career at National Australia Bank (nab). Since then he has built specialist expertise in investment portfolio management, age pension and Centrelink matters, as well as superannuation management. Ian’s insights and knowledge provide him the perfect base for assisting clients to achieve financial security.

Ian has also personally experienced how a business can grow from a three-person financial planning firm to a multi-disciplined business, so he understands the needs of small to medium business and the support required to meet day-to-day financial challenges.

Ian has a Diploma of Financial Planning, is a Certified Financial Planner and is a current member of the Financial Planning Association (FPA) and the SMSF Association.