Ian’s professional experience spans across financial planning, accounting and taxation. Prior to joining Findex in 2015, he worked at a large accounting firm. Ian holds a Diploma of Financial Planning, a Bachelor of Business, and is both a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Accountant. His diverse experience and broad education enable him to create financial strategies to achieve his clients’ goals and objectives. In addition to working from our office in the Sydney CBD, Ian also works part-time from an office in Miranda where he services clients based in the Sutherland Shire and South Coast of NSW.