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Ian Byrne

Financial Adviser

Evolution Financial
Cairns, QLD 4870

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About

Ian Byrne is an ASIC-registered financial adviser based in Cairns, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Ian holds a Diploma of Financial Planning and CFP from Deakin/FPA (2000), and has supplemented his knowledge with specialist training including Margin Lending & Geared Investments (Kaplan, 2007), Self Managed Super Funds (Tribeca, 2007), ASX ALPA (Kaplan, 2009) and a Certificate IV in Finance & Mortgage Broking (AAMC, 2013). Ian is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a wide range of financial products, Ian offers expertise in superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Ian is committed to providing clear, straightforward advice to help you make informed decisions about your financial future. His key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Ian Byrne today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000499987

Verify on ASIC Register

Authorised Representative Number

000263857

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Ian Byrne offer?

Ian Byrne provides advice on a comprehensive range of financial areas including superannuation, insurance, wealth management, and retirement planning. He is authorised to advise on various products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What are Ian Byrne's qualifications and professional memberships?

Ian holds a Diploma of Financial Planning and CFP from Deakin/FPA (2000). He also has specialist training in Margin Lending & Geared Investments, Self Managed Super Funds, and ASX ALPA. He holds a Certificate IV in Finance & Mortgage Broking and is a member of the Financial Advice Association of Australia (FAAA).

How does the financial planning process work with Ian Byrne?

The financial planning process typically involves an initial consultation to understand your financial goals and current situation, followed by the development of a tailored financial plan. Ian will then work with you to implement the plan and provide ongoing support and reviews to ensure it remains aligned with your needs.

What should I expect during my first meeting with Ian Byrne?

During your first meeting, 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. It's a great opportunity to ask questions and determine if Ian is the right financial advisor for you.

Can Ian Byrne help me with my superannuation?

Yes, Ian provides comprehensive superannuation advice, including advice on contribution strategies, investment options within superannuation, and retirement planning. He can help you make informed decisions to maximise your superannuation benefits.

Get in Touch

Contact Ian directly for personalised advice.

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