Ian is a Director and Responsible Officer of Bailey Roberts Group. Ian has been in the financial services industry since 1985 and has specialised in Self-Managed Superannuation Funds and Direct Investments since the early ’90s.
Ian conceived the vision of providing investors and advisors with a complete SMSF solution, a solution that Bailey Roberts Group provides today. He has been instrumental in the development of BRG from a modest Wollongong based business providing services to its clients and advisors into one of Australia’s most innovative Financial Services firms offering solutions to investors and advisers all over Australia.
Ian has completed the Diploma of Financial Planning in 1995 and a Master of Commerce in 1999.
- CFP® – Certified Financial Planner – Financial Planning Association
- Tax (financial) Adviser – Tax Practitioners Board