Ian Mcrae
Financial Adviser
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About
Ian Mcrae is an ASIC-registered financial adviser dedicated to helping individuals and families in Perth achieve their financial goals. With a career spanning over two decades, Ian combines extensive experience with a commitment to providing personalised and ethical advice. He holds a Bachelor of Commerce from Murdoch University and a Graduate Diploma in Banking and Finance from Curtin University of Technology, underpinning his deep understanding of financial principles. Further solidifying his expertise, Ian completed a Diploma of Financial Planning with the Financial Planning Association of Australia (FPAA) and achieved the Certified Financial Planner designation. As a member of the Financial Advice Association of Australia (FAAA), Ian adheres to the highest professional standards, ensuring his clients receive advice that is both sound and trustworthy. He is authorised to provide advice on a broad range of financial products, allowing him to create comprehensive strategies tailored to your specific needs. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Ian is here to help. Contact Ian today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Ian Mcrae offer?
Ian Mcrae specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He provides comprehensive advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Ian Mcrae have?
Ian holds a Bachelor of Commerce, a Graduate Diploma in Banking and Finance, a Diploma of Financial Planning, and is a Certified Financial Planner. He also completed FPC002B Ethics and Professionalism in Financial Advice.
What is Ian Mcrae's approach to financial planning?
Ian takes a personalised approach, focusing on understanding your unique circumstances and goals to develop tailored financial strategies. He emphasises ethical and transparent advice to build long-term relationships with his clients.
How can Ian Mcrae help me with my retirement planning?
Ian can assist you in developing a retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. He will provide advice on superannuation, investments, and strategies to maximise your retirement income.
What can I expect during my first meeting with Ian Mcrae?
During your initial consultation, Ian will discuss your financial goals, current situation, and any concerns you may have. This meeting will help him understand your needs and determine how he can best assist you in achieving your financial objectives. There will be no obligation to proceed beyond this initial consultation.
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