WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
IS

Ian Spedding

Financial Adviser

Wise Advice Financial Services Pty Ltd
Caringbah, NSW 2229

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Ian Spedding is an ASIC-registered financial adviser based in Caringbah, NSW, committed to providing tailored financial solutions to help clients achieve their financial goals. With a career spanning over three decades, Ian brings a wealth of experience and a strong foundation in financial planning, holding the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA) since 1990, along with a Diploma of Financial Planning and DFP 8 obtained in 1995. His dedication to professionalism is further underscored by his ongoing membership with the FPA as a Certified Financial Planner. Ian is authorised to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and informed guidance. His expertise covers superannuation, insurance, wealth management, and retirement planning, providing solutions for both accumulation and pension phases. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Ian is here to help. Contact Ian Spedding today to arrange a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Retirement Planning Wealth Accumulation Superannuation Advice Insurance Solutions Investment Strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000492807

Verify on ASIC Register

Authorised Representative Number

000305243

Verify on MoneySmart Register

Frequently Asked Questions

What services does Ian Spedding provide as a financial advisor?

Ian Spedding provides a range of financial services including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He can help you plan for your financial future, grow your wealth, and protect your assets.

What qualifications does Ian Spedding have?

Ian Spedding is a Certified Financial Planner (CFP) with the Financial Planning Association (FPA). He also holds a Diploma of Financial Planning and DFP 8, both obtained in 1995.

What is the process of working with Ian Spedding?

The process typically starts with an initial consultation to understand your financial goals and current situation. Ian will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing support and reviews to ensure your plan remains aligned with your needs.

What can I expect during my first meeting with Ian?

During your first meeting, Ian will take the time to understand your financial goals, current financial situation, and risk tolerance. He will explain his services and how he can help you achieve your financial objectives. This is also an opportunity for you to ask any questions you may have.

How does Ian Spedding stay up-to-date with changes in the financial industry?

As a Certified Financial Planner (CFP) and member of the Financial Planning Association (FPA), Ian is committed to ongoing professional development. He regularly attends industry events, completes continuing education courses, and stays informed about changes in legislation and regulations to provide his clients with the most current and relevant advice.

Get in Touch

Contact Ian directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.