I have a broad practical knowledge base built built up over 40 years in the Finance Industry across major banks and Financial Planning businesses, with roles including training, lending, with Financial Planning the focus since 2004. My qualifications include being recognised as a Certified Financial Planner (CFP®); holding a Graduate Diploma Financial Planning, a Diploma of Financial Planning and an accreditation for Self Managed Superannuation Funds (SMSF). Outside of work, I enjoy the good food and wine around SA as well as spending time with my wife and 3 young adult children. I will happily have a chat about my favourite sporting teams the Adelaide Crows, Adelaide 36ers and North Queensland Cowboys.
When I have my 6 monthly reviews Ian provides me with sound advice on my investment enabling me to make informed choices.
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.
Ian is fantastic and has great knowledge and interpersonal skills. A real asset.
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.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2004
- Years of experience 19
- Graduate Diploma of Financial Planning
Bridges Financial Services Pty LtdLevel 19, 91 King William St
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
Bridges Financial Services Pty Ltd