Ian Potter

Responsible Manager & Financial Adviser

Authorised Representative No. – 1007549

Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma in Financial Planning, Graduate Diploma in Financial Planning

Ian is a Practitioner Member of the Association of Financial Advisers (AFA,) the longest-standing association representing financial advisers and their clients in Australia. With over ten years’ experience in the Financial Planning industry, Ian holds both a Diploma and Graduate Diploma in Financial Planning and is presently completing his master’s degree within the same field.

Ian enjoys working closely, and in partnership with his clients. Guided by best practice principles and active listening skills, he excels in providing tailored portfolio advice and financial planning solutions, which help support his clients achieve their retirement goals. Ian’s specialist and personalised financial planning solutions encompass expert management within the superannuation, investments, as well as insurance advice landscape.

Originally from the UK, Ian enjoys soaking up the sun on the beach, playing golf, football and keeping fit.