Ian Dawes B.COM, D.F.P, C.F.P

A Director of Eclipse Financial Advisers Pty Ltd
Principal and Senior Financial Planner

Ian has been actively employed in the financial planning profession since early 1997 with Deloitte Touche Tohmatsu and then with the Eclipse Financial Group which lead to the establishment of his own financial planning practice in 2005 and an Australian Financial Service Licence.

Experience:

Being part of an evolving profession, Ian has been able to provide holistic financial planning advice to a vast range of individuals from wealth accumulators, small business owners and both pre and post retirees. A sound technical background, combined with market experience and good old common sense are Ian's ingredients to providing quality advice. The scope of advice provided is not only full financial plans but includes the review of current superannuation arrangements, life insurance needs, social security entitlements as well as estate planning. Ian's role is for his clients to achieve their goals, objectives and ambitions by providing strategic steps and ensuing that these steps are implemented in a timely fashion whilst providing solutions to problems and hurdles that may arise along the journey.

Working closely with both Eclipse Accounting department and Eclipse Legal department, provides clients access to many areas of financial advice in the one convenient area without the possibility of any influence or conflicts of interest due to not being owned by a large financial institution.

Qualifications:
  • Bachelor of Commerce Degree (Accounting management, Finance sub-major)
  • Diploma of Financial Planning
  • Certified Financial Planner
Professional:
  • Member of the Financial Planning Association of Australia
  • Member of the Boutique Financial Planners Principals Group

For quality financial advice please do not hesitate to contact Ian:

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