Meet The Team

Ian is an integral member of our Self-Managed Super Fund (SMSF) team and has extensive knowledge and experience in managing SMSFs. In addition to this, his breadth of work encompasses accounting experience with multinational companies overseas, particularly in the building and construction sector. 

Ian’s technical skills in managing SMSFs provide our clients with assurance and confidence that their SMSFs are compliant and being managed effectively.

As a long-term, committed Financially Sorted team member, Ian values the strong sense of team collaboration and the supportive, family-like environment. As part of our offshore team, he takes pride in guiding and mentoring new team members, embodying the role of “Kuya” (older brother) to ensure they feel welcomed and supported. 

Beyond his professional life, Ian is a passionate pet lover and enjoys trying new foods. A certified sweet tooth, he delights in discovering new treats and flavors. His diverse interests and dedication to both his work and personal passions make him a valued member of our team.

Qualifications:

• Bachelor of Science in Accountancy (Accounting)
• Bachelor of Science in Business Administration (Financial Management)
• Certified Xero Advisor
• Simple Fund 360 Professional Advanced