Ian Satill
Financial Adviser
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About
Ian Satill is an ASIC-registered financial adviser based in North Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Ian holds a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy, and has completed specialist training in Self Managed Superannuation Funds and Margin Lending and Geared Investments. He is a member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Ian can assist you with superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Ian is committed to providing clear and actionable advice to help you navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Ian today to schedule a consultation and discuss your specific needs and objectives.
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Frequently Asked Questions
What types of financial advice does Ian Satill offer?
Ian Satill provides comprehensive financial advice encompassing superannuation, insurance, wealth management, and retirement planning. He is authorised to advise on a range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Ian Satill's qualifications and experience?
Ian holds a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy, and has completed specialist training in Self Managed Superannuation Funds and Margin Lending and Geared Investments. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Ian Satill approach financial planning?
Ian takes a personalised approach, working closely with clients to understand their unique financial circumstances and goals. He then develops tailored strategies designed to help them achieve financial security and prosperity.
What can I expect during a consultation with Ian Satill?
During your initial consultation, Ian will take the time to understand your current financial situation, your short-term and long-term goals, and your risk tolerance. He will then outline a potential strategy and explain how he can help you achieve your objectives.
Does Ian Satill specialise in Self Managed Superannuation Funds (SMSFs)?
Yes, Ian has completed specialist training in Self Managed Superannuation Funds and can provide expert advice on the establishment, management, and optimisation of SMSFs.
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