It is important to me that I provide strategic financial advice at key stages of my client’s financial journey.
Ian joined the team in March 2016 as Director, Growth and Strategic Planning and co-leads the firm’s Financial Services Division. With over 25 years’ experience in the public and private sectors, Ian has extensive experience in tax planning, wealth accumulation, superannuation, retirement planning and investment advice.
Prior to joining the firm, Ian provided taxation, small business services and financial planning services via his own firm, prior merging with Mclean Delmo Bentleys. Ian places core value in providing ongoing support in relation to his clients financial future. Ian is a member of CPA Australia and the Financial Planning Association of Australia (CFP) and has a Bachelor of Business.
Ian is an Authorised Representative (Number 000230630) of McLean Delmo Bentleys Financial Services (ABN 39 073 019 815, AFSL 000245558).