"I do what I do because I feel satisfied knowing I am able to genuinely help people achieve their financial goals"

Ian Hosking CFP®

 

Ian has been a part of the financial services industry since 1998 after a rewarding 21 year career as a military officer. Ian has now retired from planning and transitioned to a directorial capacity within the business.  Ian is former a Certified Financial Planner (CFP) and has a diverse range of skills across multiple disciplines.


As a former senior planner Ian specialized in the areas of Public Sector and Military Superannuation Schemes as well as Retirement and Redundancy Planning. Ian believes a collaborative and holistic approach to financial planning is paramount in helping clients to achieve their goals and continues to assist planners to provide this approach to their clients. 


Ian has expertise in: 

 

  • ComSuper Schemes (CSS, PSS, DFRDB & MSBS) 

  • Redundancy Planning

  • Superannuation

  • Wealth Creation

  • Retirement Planning

  • Estate Planning

  • Risk Management

  • Self-Managed Super Funds

  • Salary Packaging

  • Investments and Savings Plans

  • Credit Assistance and Debt Management

  • External Financial Adviser to the 'Rotary Club' of Hall

 

Ian is a member of the Financial Planning Association (FPA) and holds the following professional designations and qualifications:

 

  • Certified Financial Planner

  • Diploma of Financial Planning

  • Bachelor of Science (UNSW)

  • Master of Management Studies (UNSW)