Expert Speaker: Ian Fox
Director and Executive Planner
He has a holistic “no nonsense” approach to advising clients, and is deeply motivated and energised by the opportunity to make a difference in his clients’ lives. Ian’s philosophy of working in tandem with clients, deeply understanding their circumstances and financial goals, and working collaboratively to further their financial outcomes is key—he derives inspiration from the achievements his clients make, and enjoys celebrating their successes over long-term financial journey.
A believer in sharing his financial intelligence, Ian uses his decades of full-scale professional services experience to educate and assist clients to focus on strategies that define and deliver future goals, simultaneously protecting what is important to them. This often makes clients think holistically and strategically beyond the immediate problem they’re looking to solve.
Outside of work, Ian is an active member of his local communities, holding governance positions across different boards, and being heavily involved in community sports at different levels for many decades.
Make an appointment with Ian in our Melbourne office today, to discover how our financial planning and accounting team can make THE difference to your financial future.
Professional Memberships / Achievements:
- Advanced Diploma of Financial Services (Financial Planning) - Kaplan
- Certified Practicing Accountant, CPA Australia
- Bachelor of Business (Accounting) - Victoria University
- Master of Business (Accounting) - Victoria University
- Graduate Diploma of Taxation - Melbourne University
- Specialist Advisor, Self-Managed Super Fund Association
- Member, Australian Society of Certified Practising Accountants
Webinar On Demand
Forget the usual dry and confusing superannuation talk—this recording is packed with practical, jargon-free advice that you can actually use.
In this recording, Ian Fox, a seasoned financial planning expert, breaks down everything you need to know about superannuation in a straightforward, no-nonsense style. Whether you’re just starting your super journey or looking to fine-tune your strategy, this session offers valuable insights that could significantly impact your financial future.
Key Takeaways:
- Clear Understanding of Superannuation: Finally, get a grasp on what superannuation really means for your retirement planning.
- Tailored Insights: Learn which type of super fund is best suited to your needs, from Industry and Retail to SMSFs and beyond.
- Investment Strategies for Growth: Discover how to optimise your super investments to align with your retirement goals.
- Unlock Tax Advantages: Learn how to leverage tax benefits effectively while staying within compliance.
With easy-to-understand explanations and actionable advice, you’ll finish watching with the confidence to make informed decisions about your superannuation.
Take the first step towards financial peace of mind—watch the recording today.
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