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Ian Finney

Dunsford Financial Planning

Bronze
20 Yrs Experience
Carrum Downs, VIC 3201

Ian Finney Bachelor of Business Accounting / Diploma of Financial Planning

Senior Financial Planner

Ian brings to the team here at Dunsford Financial more than 25 years experience in financial services. He is a qualified accountant having completed his degree at Caulfield Institute of Technology and then commenced his career working for Chartered Accountants Price Waterhouse Coopers in audit and tax.

Ian has spent the last 25 years in financial planning as a Senior Financial Planner and more recently as a Private Client Adviser with Ord Minnett and State Manager with The Trust Company (now Perpetual).

Ian has great empathy with his clients and has built strong long-term relationships. He is able to provide strategic advice around growing, managing and protecting client wealth.

Ian is married with 3 children and lives in Hawthorn. He spends most weekends driving / cheering the family to junior Basketball and football games as well as supporting his Hawks in the AFL.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Dunsford Financial Planning

41 Lathams Road
Carrum Downs, VIC 3201

Licensed by

Synchron Advice Pty Ltd

AFSL 243313