Ian Painter – Managing Director and Lead Financial Planner

Ian has been practicing as a financial planner for over 30 years and is one of the most highly qualified in his field. In addition to being a Chartered Financial Planner, a Certified Financial Planner Professional and Chartered Wealth Manager, Ian holds numerous further qualifications. It is with this wealth of knowledge and experience that Ian has helped countless clients meet their lifetime goals and to live life with purpose.

Ian has overall responsibility for the business direction and has been instrumental in the development and implementation of the unique strategies and processes we follow. Ian is forward thinking and continually investigates options for growth and improvement. Personal development is important to Ian and he regularly attends Financial Planning, investment and coaching courses.

Outside of work Ian has a passion for travel incorporating his love of fishing and golf and he enjoys long walks on the beach with his beloved dog Shandy.