- Personal & Family Risk Planning
- Business Risk Planning
- Investment Planning
Ian has been a passionate protector of business and family finances since 1991 when he got his first Certificate of Practice. An ALU, AFP and an Authorised Financial Adviser, Ian continually updates his skills and education in order to deliver sound, relevant advice to his risk and investment clients.
As I get older life gets simpler. The things that matter are family, friends and the world in that order. I understand that life can be harsh and getting the chance to make a difference for my clients is a privilege that I enjoy every day.
My Three Golden Rules
- What if it happened to me or someone I love?
- Put the customer first.
- Add value.