About Me

For over 20 years, Iain has provided personal financial advice to clients by helping them to achieve their goals and enjoy a financially comfortable life. He started in a small family-owned business looking after pre-retirees and retirees, and has since worked in large institutions, an industry fund, private client firms, and specialised planning firms that focused on niche offerings with SMSFs and personal insurance.
Iain’s experience over such a wide range of financial planning offerings allows him to easily identify how he can help his clients, or when he may need specialist assistance to ensure they receive the best possible advice.