About Me

Ian joined Euroz after 20 years with Macquarie Group in their Wealth Management Division, having begun his career at accounting firm BDO.Ian provides his clients with advice and strategies across a range of Wealth Management areas,opening up opportunities to a range of investors and senior management teams that can help themachieve their personal investment, superannuation & broader strategic goals.Supported by a wider team of specialists, including investment advisers and research, Ian and Euroz Hartleys are able to provide strategic financial and investment advice with a focus on asset allocation and risk management. Ian provides advice in the following areas:• Superannuation including Self-Managed Superannuation Funds (SMSF’s)• Retirement Savings Account Products• Deposit and Payment Products• Life products including Life Risk Insurance• Managed Investment Schemes, including IDPS• Margin Lending Facility• Securities• Government Debentures, Stocks or Bonds Derivatives