Ian Helmore
Bridges Financial Services Pty Ltd
Gold
20 Yrs Experience
Adelaide, SA 5000
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.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 4
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Bridges Financial Services Pty Ltd
Level 19, 91 King William StAdelaide, SA 5000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Bridges Financial Services Pty Ltd
AFSL 240837
