Ian entered the Financial Services industry in 2014 after an extensive history in people/client management for large Adelaide businesses. With a young family Ian understands the importance of future planning to turn goals into reality, and provide financial peace of mind through life’s many ups and downs.
Working with people is a passion for Ian and he enjoys close relationships with his clients. Understanding clients’ needs, goals and objectives is key to providing sound advice and Ian’s genuine nature is appreciated by those he meets.
“Planning for the future is so important in today’s ever-changing society and to help guide clients through, whether it be specific strategical advice or a holistic plan encompassing all areas of advice, is incredibly rewarding.”