Ian Crotty
Financial Adviser
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About
Ian Crotty is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from the University of Melbourne (1991) and a Diploma of Financial Planning from Victoria University (2001), complemented by specialist knowledge in Margin Lending and Geared Investments (Kaplan, 2011), Ian possesses a strong foundation to provide expert guidance. Ian is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management strategies. His expertise extends to retirement planning, ensuring clients can look forward to a comfortable and secure future. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice and planning • Comprehensive insurance solutions • Wealth management and investment strategies • Retirement planning and income streams • Investment advice across a range of securities Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Ian can provide the personalized advice you need. Contact Ian today to schedule 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 Crotty offer?
Ian Crotty provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to meet your specific needs and financial goals.
What qualifications does Ian Crotty have?
Ian Crotty holds a Bachelor of Commerce from the University of Melbourne, a Diploma of Financial Planning from Victoria University, and has completed specialist training in Margin Lending and Geared Investments (Kaplan).
What is the process of working with Ian Crotty?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Ian will then develop a personalized financial plan, implement the agreed strategies, and provide ongoing support and reviews to ensure your plan remains aligned with your evolving needs.
How can Ian Crotty help me with my retirement planning?
Ian can assist you in developing a comprehensive retirement plan, including strategies for accumulating wealth, generating income streams, and managing your superannuation. He can also provide advice on Retirement Savings Accounts and other investment options to help you achieve a comfortable retirement.
What can I expect from my first meeting with Ian Crotty?
During your first meeting, Ian will take the time to understand your current financial situation, your future goals, and any concerns you may have. He will explain his services and how he can help you achieve your financial objectives. This is a great opportunity to ask questions and determine if Ian is the right financial adviser for you.
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