Ian Elks
Financial Adviser
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About
Ian Elks is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a career spanning several decades, Ian brings a wealth of experience and a strong ethical foundation to every client relationship. Ian's qualifications include a Bachelor of Commerce from the University of Queensland (1984), and he became a Chartered Accountant with ICAA in 1989. Demonstrating his commitment to the financial planning profession, he gained Special Entry B status with the Financial Planning Association of Australia in 2000 and completed the Margin Lending Accreditation Program with the Stockbrokers Association of Australia in 2011. Ian is also a member of Chartered Accountants Australia and New Zealand (CA ANZ). Ian is authorised to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, and government debt securities. His expertise allows him to create holistic financial plans that address your unique needs and aspirations. • Superannuation advice • Wealth management strategies • Investment advice for securities • Guidance on government debt securities Ready to take control of your financial future? Contact Ian today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Ian Elks offer?
Ian Elks specialises in superannuation advice, wealth management strategies, investment advice related to securities, and guidance on government debt securities. He provides tailored solutions to help you achieve your financial goals.
What are Ian Elks's qualifications and experience?
Ian Elks holds a Bachelor of Commerce from the University of Queensland (1984) and became a Chartered Accountant with ICAA in 1989. He also has Special Entry B status with the Financial Planning Association of Australia (2000) and completed the Margin Lending Accreditation Program with the Stockbrokers Association of Australia in 2011. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ).
How does the financial planning process work with Ian Elks?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Ian then develops a personalised financial plan, implements the strategies, and provides ongoing reviews to ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with Ian?
During your first meeting, Ian will ask detailed questions about your financial circumstances, including your income, assets, liabilities, and future goals. This information will help him understand your needs and develop a suitable financial plan. Please bring any relevant financial documents.
Is Ian Elks qualified to provide superannuation advice?
Yes, Ian Elks is authorised to provide advice on superannuation, including contributions, investment options, and retirement planning. He can help you optimise your superannuation strategy to achieve your retirement goals.
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