Ian has over 17 years of experience across accounting and financial planning and is a Chartered Accountant with deep expertise in tax, superannuation, and financial structures. He specialises in helping professionals and business owners build and protect their wealth through clear, practical strategies that make complex decisions simple and achievable.

Areas of expertise

• High-income professionals and business owners
  
• Tax-effective investment and superannuation strategies
  
• Complex financial structures and wealth protection
  
• Retirement and lifestyle planning
  
• Strategic debt management and property strategies
  
• Employer share plans and equity compensation
  
• Business planning, succession, and exit strategies
  

Qualifications

• Bachelor of Commerce (Accounting & Financial Planning), University of Wollongong
• Chartered Accountant (CAANZ)
• Certificate in Applied Tax (Taxation Institute of Australia)
• Certificate IV in Finance and Mortgage Broking (Kaplan Professional)

Ian’s passions: Spending time with his young family, playing soccer, and picking up a guitar when he finds the time