Principal & Financial Advisor

Ian is the Principal at Phillipsons with overall responsibility for financial planning & advisory services. He is both a Certified Financial Planner CFP® and a Fellow of the Financial Planning Association of Australia; as well as a SMSF accredited specialist adviser with the Self-Managed Superannuation of Australia.

Ian has over 30 years industry experience in all aspects of professional financial planning and today works with Family, HNW individuals and SME’s in the areas of investment advice & management, superannuation, retirement and inter-generational wealth planning.

Outside of work Ian enjoys golf, cycling, travel and spending quality time with family & friends.