Ian Helmore  CFP  Authorised Representative No. 341318 

Ian  has been in the financial services industry since 1978, completing his Diploma of Financial Planning and moving into a financial advice role in 2004 and attained his Certified Financial Planner qualification in 2008.  Ian can advise on all areas of investment, estate planning, gearing and debt management strategies,  superannuation including corporate superannuation and self managed super funds (SMSF).  He is an Authorised Representative licensed under Aon Wealth Management Limited.

He is a very customer focused professional, specialising in the creation and implementation of strategies and solutions to assist clients meet their financial life goals.

Qualifications:

Ian holds a Diploma of Financial Planning and is a Certified Financial Planner, he is an Associate member of the Financial Planning Association of Australia (FPA) and is an affiliate member of the Financial Services Institute of Australasia (Finsia) 

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