Biography

Ian has over 22 years of successful business experience in the finance, stockbroking, funds management and banking industries. He has worked at Director level within investment banking in capacities of Financial Director, Strategy Director and Head of Private Stockbroking including some 13 years for one of the world’s largest investment banks, Deutsche Bank.

Ian’s experience in offering professional financial advisory services includes:

*formulating appropriate strategies and investment structures for wealth creation, wealth retention, redundancy and retirement planning clients in conjunction with a client’s tax adviser
*developing comprehensive strategic financial blueprints for individuals, family trusts, companies and self managed superannuation funds
*advising on opportunities to enhance the after tax investment return of your portfolio whilst maintaining a close focus on searching for low cost solutions
*maximising superannuation opportunities (within government guidelines), including advising on the establishment of self managed and corporate superannuation funds
*recommending appropriate investments to achieve clients’ objectives
reviewing and reconstructing investment portfolios
*recommending risk management strategies and gearing opportunities
*partnering with tax and legal experts to manage client estate planning issues, such as asset protection, minimising estate tax and wealth transfer issues facilitating premium share broking services.