Eight years in financial services has not tempered the two reasons that drove me to become a financial planner:
1\. I've always wanted to help people - My family, like most, do not talk about money! there are two ways to respond to this, learn the ingrained behaviour, or embrace the challenge to learn everything you can. So when it came to the matter of combining your human desire to help and what I was passionate about, what better solution than to help people as a financial planner.
2\. I love to learn new things - Australia is country of constant legislative change, my desire to constantly learn drives client outcomes, your needs, goals and desires are my primary concern and if I can deliver that with efficiency and constant knowledge accumulation well that's just fun for me.
Ian has given me advice in areas including risk, superannuation and managing debt. Ian is able to explain things to me in a clear way that I understand. Ian has a great amount of knowledge and experience, I feel very confident that the advice he gives is right for my needs and my family. I always received Ian's full care and attention when I needed it and would recommend him to anyone seeking financial advice.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2012
- Years of experience 11
- Bachelor of Commerce
Trustmost323 Hawthorn Rd
Caulfield, VIC 3162
Affinia Financial Advisers Ltd