Based in Melbourne, Ian is a seasoned Private Wealth Adviser serving clients primarily across Victoria and Australia.
With more than two decades of experience providing investment advice, Ian began his career at the Commonwealth Bank before transitioning to stockbroking roles at E.L.& C Baillieu’s and now Ord Minnett. His primary focus is on achieving sustainable growth in client wealth while also addressing their specific income requirements, working in close collaboration with other professional advisers supporting each client’s unique needs. Ian’s extensive expertise lies in share market investing, underpinned by his long-standing experience and a strong foundation in financial planning.
This comprehensive approach ensures that clients thoughtfully consider all facets of superannuation and wealth transition within their overall financial strategies, aiming for both prosperity and long-term security.
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