Ian Dawes

Role: Principal, Senior Financial Planner

 Ian entered the financial planning world in 1997 with Deloitte Touche Tohmatsu. Embarking on a rewarding career change has resulted in Ian establishing his own financial planning practice in 2005.

Experience:

Ian has worked in the industry for over twelve years with his current client base covering both wealth accumulators and retirees. Ian's approach to financial planning is to ensure that he knows the clients current, past and future circumstances to allow a plan to be implemented that can be amended with ease as circumstances change.  With a sound technical background, combined with market experience and common sense has helped Ian provide many comprehensive financial plans as well as an efficient, regular reporting  review service to his loyal base of existing clients.

Ian philosophy is that the role of the planner is to help educate his clients to plan for the future whilst minimising risk and client concerns and thus will not pursue high risk investments or strategies.  Ian prides himself on making regular contact to his clients both in prosperous times and when conditions are tough. A set and forget policy is not part of Ian’s philosophy.

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 contact Ian on 02 9955 9779 or email ian.dawes@eclipsefinancial.com.au

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