Ian Byrne

Ian has been providing advice to high net worth clients since 1995, having graduated from Deakin University with ‘Top Graduate for Queensland’ honours, winning the BT Prize & fourth overall in Australia. Ian held positions in both national and local planning organisations as Director, Business Owner and Senior Financial Planner.

Having won many licensee awards throughout his career, Ian's expertise most recently was acknowledged on a national stage, winning the IFA Excellence Award 'Regional Adviser of the Year' 2 years in a row, 2021 & 2022.

Ian is a CFP member of the Financial Planning Assoc and has been a board member of a national advisory board for the financial planning division of a 2nd tier International Accounting Affiliation.

He has particular expertise in strategies for high & ultra high net worth clients, combining inter-generation wealth transition & preservation with solid estate planning strategies, as well as investments, self-managed super funds, retiree and pre-retiree clients.

He is experienced in all facets of planning, dealing with multi-million dollar investment portfolios and client centric advice. Servicing a wide variety of clients, Ian’s clients predominantly are high net worth retirees, business owners and professionals including clients in the areas of Accounting, Medicine, Law, Rural Landholders and Farmers, Ex-City Councillors and CEOs and Directors of significant commerce.

Ian has been instrumental in founding and ensuring the success of six businesses & has accumulated a wealth of experience working closely with Accountants & high-level Lawyers to get the best client outcomes.

On a philanthropic note, Ian assists setting up Charitable Trusts / Private Ancillary Funds for ultra-high net worth families, as well as managing investment portfolios for Trustees of Court Ordered Protective Trusts for disabled children. On a pro-bono basis, Ian currently supports a multi-million dollar private foundation with time, experience and guidance as a Director at a board level.

Ian's typical client that he adds most value to has investible wealth of $2million through to $75million net of personal assets, is committed to tax effective intergenerational wealth transition and/or potentially philanthropic ideals.