Ian Swanepoel

About Ian Swanepoel

Originally from South Africa, Ian has more than 20 years of experience in both actuarial consulting and financial services. Ian has a Bachelors Degree in Insurance Science, a Post Graduate Diploma in Financial Planning and has completed the Diploma of Financial Planning and the Diploma of Finance and Mortgage Broking Management through the International Institute of Technology. He is also a member of the Financial Advice Association Australia (FAAA).

Ian is dedicated to build long-term relationships and create and implement beneficial and tailored financial solutions that will secure financial wellbeing. He believes in the authentic ability to communicate strategic and sound financial advice.

Ian has met the FASEA exam standards required by law.

Advice Areas

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Self-Managed Superannuation Funds
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Government Debentures, Stocks or Bonds

• Government Debentures, Stocks or Bonds

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS

Retirement Savings Account Products

• Retirement and Savings Account Products

Securities

• Securities

Superannuation

• Superannuation – All
• Self-Managed Superannuation Fund
• A person’s existing holding in a superannuation product

Margin Lending Facility

• Standard Margin Lending Facility