Ian Finney
Financial Adviser
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About
Ian Finney is an ASIC-registered financial adviser based in Carrum Downs, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from Caulfield Institute of Technology (1982) and a Diploma of Financial Planning from Mentor Education (2015), Ian combines extensive experience with up-to-date knowledge to provide strategic financial solutions. Further enhancing his expertise, Ian is also an Accredited Aged Care Professional (Aged Care Steps, 2016), allowing him to provide specialist advice in this complex area. As an authorised representative, Ian is able to provide advice on a broad range of financial products, including superannuation, insurance, and investments. He can assist with wealth management, retirement planning and a range of insurance products including Investment Life Insurance and Life Risk Insurance. He also advises on Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Aged Care Financial Planning Whether you're planning for retirement, seeking to grow your wealth, or navigating the complexities of aged care, Ian can provide the expert guidance you need. Contact Ian today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Ian Finney offer?
Ian Finney specialises in superannuation advice, retirement planning, wealth management, insurance solutions, and aged care financial planning. He provides comprehensive financial advice tailored to your specific needs.
What are Ian Finney's qualifications and experience?
Ian Finney holds a Bachelor of Business from Caulfield Institute of Technology (1982) and a Diploma of Financial Planning from Mentor Education (2015). He is also an Accredited Aged Care Professional (Aged Care Steps, 2016).
How does Ian Finney approach financial planning?
Ian takes a client-focused approach, starting with understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan to help you achieve your objectives, providing ongoing support and advice.
What can I expect during my first meeting with Ian Finney?
During your first meeting, Ian will discuss your financial goals, gather information about your current financial situation, and explain his services and fees. This initial consultation is an opportunity for you to ask questions and determine if Ian is the right financial advisor for you.
Does Ian Finney offer advice on aged care financial planning?
Yes, Ian is an Accredited Aged Care Professional and can provide specialist advice on the financial aspects of aged care, including navigating the costs, understanding government benefits, and planning for long-term care needs.
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