MenuIan Smith CFP®
About Me
Ian has over 25 years successful business experience in the Financial Planning, Stockbroking, Private Banking, Risk Insurance & Funds Management arena. Ian is a Chartered Accountant – Financial Planning Specialist and a Certified Financial Planner. Ian specialises in formulating strategic financial plans for individuals, family trusts, companies & self managed superannuation funds.
Areas of Focus
- Aged care
- Divorce
- Estate planning
- Investments
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 25 Years -
Licensed By Private Wealth Partners Group Pty Limited
