"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 is a Certified Financial Planner (CFP) and has a diverse range of skills across multiple disciplines.


Ian is a senior planner and specialises 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. As a proactive investor himself, Ian is motivated to provide his experience and extensive knowledge of the financial industry to his clients. Ian prides himself on providing comprehensive financial advice that best suits his clients' circumstances. 


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)

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