Ian graduated from Deakin University with ‘Top Graduate for Queensland’ honours, winning the BT Prize & fourth overall in Australia and has held positions in both national and local planning organisations as Director, Business Owner and Senior Financial Planner.
Having won many licensee awards throughout his career, Ian’s expertise has been acknowledged on a national stage, winning the IFA Excellence Award ‘Regional Adviser of the Year’ 2 years in a row, 2021 & 2022 and since assisting as a judge for Wealth Management awards.
Ian is a CFP member of the FAAA and has particular expertise in strategies for high & ultra-high net worth clients, combining inter-generation wealth transition & preservation with solid estate planning strategies, as well as investments, self-managed super funds, retiree and pre-retiree clients.