Ian Walker – Director
Ian is a highly experienced practitioner in the field of financial planning and wealth management with over 20 years of experience supporting Australian business owners, individuals and families.
In addition, Ian is a qualified accountant and a Chartered Tax Advisor as recognised by the Taxation Institute of Australia.
Ian maintains strong, current knowledge of all wealth management solutions for his clients and is a regular industry speaker and authority on financial planning matters. He is proactive in his provision of advice and maintains long-term client relationships.
In addition, Ian enjoys golf, AFL, cricket and soccer, appreciating fine wine and spending time with his family.
Qualifications
- Bachelor of Business
- Master of Financial Management
- Graduate Diploma in Applied Finance and Investments
Memberships
- Certified Practicing Accountant
- Chartered Tax Advisor
- Fellow – Financial Services Institute of Australasia
