Ian Wright
Financial Adviser
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About
Ian Wright is an ASIC-registered financial adviser based in Frenchs Forest, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Arts from the University of Technology Sydney (1999) and a Graduate Diploma of Financial Planning from FINSIA (2006), Ian's commitment to excellence is further demonstrated by his certification as a Certified Financial Planner (CFP) with the Financial Advice Association Australia (FAAA) since 2007. He continually updates his knowledge, including completing FPC002B-Ethics and Professionalism in Financial Advice with Kaplan Higher Education in 2019. As an authorised representative, Ian provides expert advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Ian is a proud member of the Financial Advice Association of Australia (FAAA), adhering to the highest ethical and professional standards. He offers tailored financial solutions to suit your unique circumstances. Key services include: • Superannuation Advice • Retirement Planning • Investment Advice • Insurance Solutions • Wealth Management Ready to take control of your financial future? Contact Ian today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Ian Wright offer?
Ian Wright specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He also offers guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Ian Wright's qualifications and experience?
Ian Wright holds a Bachelor of Arts from the University of Technology Sydney and a Graduate Diploma of Financial Planning from FINSIA. He is a Certified Financial Planner (CFP) with the Financial Advice Association Australia (FAAA) and has been providing financial advice since 2007.
What is the process of working with Ian Wright?
The process typically starts with an initial consultation to understand your financial goals and current situation. Ian will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments are conducted to ensure your plan remains aligned with your evolving needs.
Is Ian Wright a member of any professional organizations?
Yes, Ian Wright is a member of the Financial Advice Association of Australia (FAAA).
What can I expect from my first meeting with Ian Wright?
During your first meeting, you can expect a thorough discussion of your financial goals, current financial situation, and any concerns you may have. Ian will explain his approach to financial planning and answer any questions you may have about his services.
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