Ian Fox

Modoras Wealth Management (VIC) Pty Ltd

Gold
14 Yrs Experience
Altona North, VIC 3018
Ian is a Director and Executive Planner at Modoras, drawing on a wealth of experience in over two decades as a practicing accountant and financial planner.  Ian has a holistic, “no nonsense” approach to advising clients. He is motivated by having the opportunity to influence people’s lives every day. Delivering comprehensive strategies and support for their future. He takes a wider perspective of client’s circumstances and financial goals, rather than responding and transacting on each request. This often results in challenging clients to work in their own best interests, beyond the immediate problem they’re looking to solve. As a believer in sharing his financial intelligence, Ian educates and focuses clients on strategies to achieve their goals whilst protecting what is important to them. This ensures clarity and purpose of the personalised investment and protection strategies recommended. Ian believes in imparting his extensive knowledge to every client in order for them to recognise financial opportunities for ongoing success. He derives inspiration from the many clients he works with and enjoys celebrating their successes at incremental stages of their financial path, continually adding together for an inspired financial future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Modoras Wealth Management (VIC) Pty Ltd

39 Cabot Dr
Altona North, VIC 3018

Licensed by

Modoras

AFSL 233209

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"Ian has guided us in securing a well managed retirement fund. He devotes time to answer our questions and explains ongoing strategies for our financial future at every review. We have every confidence in Ian and the management of our affairs. He is enabled to live the lifestyle we dreamt about."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"we couldn't be happier and more confident with the help and support we constantly receive from Ian and the team at modoras It's comforting knowing that while we live a busy life with a young family that we have someone watching out for your long and short term goals. We highly recommend modoras to anyone. Huge thank you again Dave and Mel Azzopardi"

  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Business

Level
9 - Masters Degree
Institution
Victoria University (VU)
Completed
1996

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Graduate Diploma of Taxation Law

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Melbourne (UOM)
Completed
2003

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Ian's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Ian able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Ian's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Ian to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Ian?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Ian provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Ian may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Ian Fox
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens