Ian Helmore

Beyond Bank Australia Wealth Management

Gold
18 Yrs Experience
Adelaide, SA 5000

Recent reviews

Beyond Bank Australia Wealth Management

100 Waymouth St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.60
  • Number of reviews 4
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Beyond Bank Australia Wealth Management

AFSL 237853

4.60
4 Reviews
5
4
3
2
1
4.40
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.40
Likely to recommend
Showing reviews 1—4 of 4

Sort by

4.25

"When I have my 6 monthly reviews Ian provides me with sound advice on my investment enabling me to make informed choices."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ian has been extremely frank and honest in assisting us with our retirement plan. His knowledge and understanding of superannuation and the affects the market has on it are outstanding. Ian has flagged what we need to do in the future so we can live comfortably in retirement clearly and consisely. He has ensured we fully understand the affect of our decisions and what they mean for our future."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ian is fantastic and has great knowledge and interpersonal skills. A real asset."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ian does an outstanding job of preparing for Advisory sessions with us and explains things brilliantly and to our satisfaction. Our daughter Amanda has also started with Ian."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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