Ivan Wearne
Financial Adviser
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About
Ivan Wearne is an ASIC-registered financial adviser based in Baulkham Hills, NSW, committed to providing tailored financial solutions to help clients achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 1997, and further studies in Ethics and Professionalism at Griffith University (7269AFE/7815AFE, 2021), Ivan possesses a strong foundation of knowledge and a commitment to upholding the highest ethical standards. Ivan is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts. This broad authorisation allows Ivan to develop holistic financial plans that address diverse client needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ivan is dedicated to building long-term relationships with his clients, based on trust, transparency, and a deep understanding of their individual circumstances. He takes the time to listen to your concerns, assess your financial situation, and develop a personalised plan that aligns with your objectives. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Ivan can provide the expert guidance you need. Contact Ivan today to schedule a consultation and take the first step towards a more secure financial future.
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Frequently Asked Questions
What types of financial advice does Ivan Wearne offer?
Ivan Wearne is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts.
What qualifications does Ivan Wearne have?
Ivan Wearne holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and has completed Ethics and Professionalism studies at Griffith University.
What can I expect from the financial planning process with Ivan Wearne?
You can expect a personalised approach, where Ivan takes the time to understand your financial situation, goals, and risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How does Ivan Wearne stay up-to-date with changes in the financial industry?
Ivan Wearne is committed to ongoing professional development and regularly participates in industry training and education to stay informed about the latest changes and best practices.
What are the benefits of seeking financial advice from Ivan Wearne?
Seeking financial advice from Ivan Wearne can provide you with clarity, direction, and a roadmap to achieving your financial goals. He can help you make informed decisions, manage your risk, and optimise your financial outcomes.
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