Ian Davidson
Financial Adviser
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About
Ian Davidson is an ASIC-registered financial adviser dedicated to helping individuals and families in Varsity Lakes and across Australia achieve their financial goals. With a Bachelor of Commerce from The University of Queensland (1982) and advanced qualifications including a Certified Financial Planner certification (CFP) from the Financial Planning Association of Australia (1999), Chartered Accountant status with the Institute of Chartered Accountants Australia (2000), and specialised training in Margin Lending, Geared Investments, and Self Managed Superannuation Funds from Kaplan Professional, Ian brings a wealth of knowledge and experience to every client relationship. He is also a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA), reinforcing his commitment to ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Ian tailors strategies to meet your unique needs and circumstances. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Ian today to schedule 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 Davidson offer?
Ian Davidson provides comprehensive financial advice covering areas such as superannuation, retirement planning, wealth management, and insurance. He tailors his advice to meet the individual needs of his clients, helping them achieve their financial goals.
What are Ian Davidson's qualifications and experience?
Ian Davidson holds a Bachelor of Commerce, is a Certified Financial Planner (CFP), a Chartered Accountant, and has completed specialized training in Margin Lending, Geared Investments, and Self Managed Superannuation Funds. He has been working in the financial services industry for many years, helping clients achieve financial security.
What can I expect during my first meeting with Ian Davidson?
During your first meeting, Ian will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a strategy for how he can help you achieve your objectives. You can expect a relaxed and informative discussion.
How does Ian Davidson stay up-to-date with changes in the financial industry?
Ian is committed to ongoing professional development and regularly attends industry conferences, seminars, and training sessions to stay informed about the latest changes in financial regulations, investment strategies, and market trends. His memberships with FAAA and FINSIA also keep him informed.
How can Ian Davidson help me with my superannuation?
Ian can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating multiple accounts, and developing a retirement income strategy. He can also help you navigate the complexities of self-managed super funds (SMSFs).
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