Ian Potter

Financial Adviser

Qualifications – Advanced Diploma in Financial Planning

With almost ten years of experience in the Financial Planning industry, Ian works in partnership with clients, providing portfolio advice and financial planning solutions that work towards helping clients achieve their financial goals. Ian specialises in providing tailored financial planning, superannuation, investment and insurance advice to clients.

Ian is a Practitioner Member of the Association of Financial Advisers and holds an Advanced Diploma in Financial Planning and is currently working towards completing his Masters in Financial Planning.

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