ipac is a specialist advice and investment management group that has helped clients achieve their financial and lifestyle goals and manages more than US$14.3 billion for individuals and institutions since its formation in Australia in 1983. In 2003, ipac launched its businesses in Asia, and today its lifestyle financial planning process is practiced in Hong Kong, Singapore, Australia, Taiwan and South Africa.
ipac offers the benefits of boutique size with large-scale backing. We are a member of the Global AXA Group, a worldwide leader in financial protection and wealth management. Yet we are small enough to deliver the close, personal relationships that make us one of the leading financial advice firms in Asia.
Member Bio :
Ian has worked in the financial services industry for more than 28 years. During that time he has held senior positions within both the funds management and financial planning arenas.
Ian was born and educated in Australia and recently moved to Hong Kong to join the rapidly expanding Australian team at ipac.
Directly prior to his move to Hong Kong, Ian worked with a large and well known Australian bank as a senior financial planner. He specialised in looking after investment portfolios and assisting his clients with retirement planning, wealth protection and estate planning.
Ian has previously been a Director of a leading funds management company and Trustee of a large superannuation fund.
Ian received an Advanced Diploma of Financial Services (FP) in 2003. Also in 1986 he completed the eight subjects that comprise the Securities Institute of Australia Certificate Course. In 2007 he was presented with the ANZ Bank’s Rural and Regional Financial Planner of the year 2007 Award.
Ian follows a range of sports including football and cricket and enjoys the beach.
