Ian Auld
Financial Adviser
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About
Ian Auld is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a career spanning over three decades, Ian brings a wealth of experience and a commitment to providing high-quality, ethical financial guidance. Ian's qualifications include a Securities Institute of Australia Certificate (1991), a Diploma of Financial Planning from Deakin University (2003), CFP® Accreditation (2003), and AEPS® Accreditation (2013) from the Financial Planning Association of Australia. As a member of the Financial Advice Association of Australia (FAAA), Ian adheres to the highest professional standards. Authorised to advise on a broad range of financial products, Ian provides expert guidance on superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Ian can help you navigate complex financial landscapes and make informed decisions. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Ian Auld today to schedule a consultation and discover how personalized financial advice can benefit you.
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Frequently Asked Questions
What types of financial advice does Ian Auld offer?
Ian Auld specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Ian Auld have?
Ian Auld holds a Securities Institute of Australia Certificate, a Diploma of Financial Planning from Deakin University, CFP® Accreditation, and AEPS® Accreditation from the Financial Planning Association of Australia.
How does Ian Auld develop a financial plan for his clients?
Ian Auld begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan that outlines strategies to help you achieve your objectives. Regular reviews and adjustments ensure your plan remains aligned with your changing needs.
What can I expect during my first meeting with Ian Auld?
During your initial consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Ian will explain his services and how he can help you achieve your objectives. This is an opportunity to ask questions and determine if Ian is the right financial adviser for you.
Why should I choose Ian Auld as my financial advisor?
Ian Auld brings over three decades of experience and a strong commitment to ethical and professional service. His comprehensive qualifications, combined with his dedication to personalized advice, make him a trusted partner in helping you achieve your financial goals.
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